LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $351M
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$2.66M
3
+$2.49M
4
ADBE icon
Adobe
ADBE
+$1.99M
5
HUBB icon
Hubbell
HUBB
+$1.6M

Top Sells

1
+$26.4M
2
+$2.76M
3
+$2.25M
4
CPK icon
Chesapeake Utilities
CPK
+$1.6M
5
MTDR icon
Matador Resources
MTDR
+$1.25M

Sector Composition

1 Technology 35.17%
2 Healthcare 10.15%
3 Financials 9.12%
4 Industrials 5.94%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,240
102
– –
-3,980
103
– –
-7,000
1 2 3 4
5