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
$131M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$322K
3
+$289K
4
OTIS icon
Otis Worldwide
OTIS
+$279K
5
NXPI icon
NXP Semiconductors
NXPI
+$253K

Top Sells

1
+$605K
2
+$402K
3
+$248K
4
AMAT icon
Applied Materials
AMAT
+$234K
5
NVDA icon
NVIDIA
NVDA
+$123K

Sector Composition

1 Healthcare 14.97%
2 Technology 14.88%
3 Financials 12.72%
4 Consumer Staples 7.74%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 19.65%
83,445
-235
2
$6.37M 4.86%
31,291
+849
3
$5.18M 3.96%
56,800
+300
4
$3.98M 3.04%
20,624
+480
5
$2.96M 2.26%
10,450
6
$2.69M 2.05%
11,511
+57
7
$2.44M 1.86%
26,681
+135
8
$2.39M 1.82%
68,070
+615
9
$2.34M 1.79%
21,013
-160
10
$2.15M 1.64%
30,280
+700
11
$2.07M 1.58%
14,297
+495
12
$2.05M 1.57%
22,980
+232
13
$2.02M 1.55%
12,913
+445
14
$2.01M 1.53%
6,806
-174
15
$1.88M 1.43%
36,200
+6,200
16
$1.87M 1.43%
19,923
+618
17
$1.8M 1.37%
9,987
+303
18
$1.75M 1.34%
17,966
+300
19
$1.73M 1.32%
5,722
+65
20
$1.64M 1.25%
9,424
+290
21
$1.63M 1.24%
46,230
+580
22
$1.6M 1.22%
9,750
23
$1.52M 1.16%
4,182
+249
24
$1.51M 1.15%
11,140
25
$1.49M 1.14%
9,509
-2,568
1
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