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
$107M
AUM Growth
-$7.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.71M
3
+$1.7M
4
BSX icon
Boston Scientific
BSX
+$1.64M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.46M

Top Sells

1
+$1.85M
2
+$1.17M
3
+$1.14M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$989K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$953K

Sector Composition

1 Healthcare 15.54%
2 Technology 13.52%
3 Financials 12.61%
4 Consumer Staples 8.14%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,267
127
– –
-4,500
128
– –
-10,000
2 3 4 5
6