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
$252M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.64M
2 +$656K
3 +$590K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$453K
5
OEF icon
iShares S&P 100 ETF
OEF
+$396K

Top Sells

1 +$3.36M
2 +$2.88M
3 +$2.75M
4
ULTA icon
Ulta Beauty
ULTA
+$2.23M
5
NVDA icon
NVIDIA
NVDA
+$2.07M

Sector Composition

1 Technology 21.4%
2 Financials 12.45%
3 Healthcare 10.79%
4 Industrials 5.33%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,719
102
-11,375