LWMM
Legacy Wealth Management (Mississippi) Portfolio holdings
AUM
$329M
1-Year Est. Return
18.94%
1 Year Est. Return
+18.94%
AUM
$306M
AUM Growth
+$54.2M
(+22%)
Holding
103
Top Buys
| 1 | +$38M | |
| 2 | +$3.51M | |
| 3 | +$3.42M | |
| 4 |
Microsoft
MSFT
|
+$3.34M |
| 5 |
Agilent Technologies
A
|
+$3.18M |
Top Sells
| 1 | +$1.21M | |
| 2 | +$953K | |
| 3 | +$855K | |
| 4 |
Edwards Lifesciences
EW
|
+$800K |
| 5 |
Visa
V
|
+$741K |
Sector Composition
| 1 | Technology | 30.19% |
| 2 | Healthcare | 12.08% |
| 3 | Financials | 10.57% |
| 4 | Industrials | 4.95% |
| 5 | Consumer Discretionary | 4.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Preferred and Income Securities ETF
PFF
$14.6B
| – | – |
-13,644
|
|
||
102
T-Mobile US
TMUS
$258B
| – | – |
-3,873
|
|
||
103
Webster Financial
WBS
$8.94B
| – | – |
-4,795
|
|