LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $329M
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.26M
3
+$1.76M
4
ADBE icon
Adobe
ADBE
+$1.67M
5
WMT icon
Walmart
WMT
+$1.65M

Top Sells

1
+$2.18M
2
+$1.58M
3
+$1.54M
4
ADUS icon
Addus HomeCare
ADUS
+$1.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$906K

Sector Composition

1 Technology 20.27%
2 Healthcare 14.66%
3 Financials 12.74%
4 Consumer Staples 9.41%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-714
102
– –
-6,800
103
– –
-23,304
104
– –
-2,705
105
– –
-5,595
106
– –
-3,265
107
– –
-1,955
108
– –
-1,110
109
– –
-3,320
1 2 3 4
5