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
$306M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$38M
2 +$3.51M
3 +$3.42M
4
MSFT icon
Microsoft
MSFT
+$3.34M
5
A icon
Agilent Technologies
A
+$3.18M

Top Sells

1 +$1.21M
2 +$953K
3 +$855K
4
EW icon
Edwards Lifesciences
EW
+$800K
5
V icon
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
PFF icon
101
iShares Preferred and Income Securities ETF
PFF
$14.6B
-13,644
TMUS icon
102
T-Mobile US
TMUS
$258B
-3,873
WBS icon
103
Webster Financial
WBS
$8.94B
-4,795