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
$145M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.07M
3
+$1.03M
4
TJX icon
TJX Companies
TJX
+$850K
5
FE icon
FirstEnergy
FE
+$755K

Top Sells

1
+$821K
2
+$808K
3
+$674K
4
CVX icon
Chevron
CVX
+$630K
5
JPM icon
JPMorgan Chase
JPM
+$570K

Sector Composition

1 Healthcare 15.87%
2 Technology 15.36%
3 Financials 11.52%
4 Consumer Staples 7.77%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.2M 20.1%
87,060
+3,615
2
$6.71M 4.62%
31,895
+604
3
$6.58M 4.53%
56,789
-11
4
$4.13M 2.85%
20,653
+29
5
$3.21M 2.22%
10,450
6
$2.96M 2.04%
27,158
+477
7
$2.88M 1.99%
12,705
+1,194
8
$2.51M 1.73%
65,710
-2,360
9
$2.5M 1.72%
13,097
+184
10
$2.39M 1.65%
14,062
+6,301
11
$2.28M 1.57%
39,664
+17,969
12
$2.23M 1.54%
30,420
+140
13
$2.13M 1.47%
6,819
+13
14
$2.1M 1.45%
12,778
-1,519
15
$2.09M 1.44%
10,044
+57
16
$2.09M 1.44%
36,200
17
$2.01M 1.39%
5,662
-60
18
$1.93M 1.33%
15,583
-5,430
19
$1.93M 1.33%
18,248
+282
20
$1.87M 1.29%
11,245
+105
21
$1.84M 1.27%
9,334
-90
22
$1.83M 1.26%
4,151
-31
23
$1.82M 1.26%
32,779
+15,271
24
$1.82M 1.26%
11,585
-70
25
$1.73M 1.19%
14,664
+91
1
2 3 4 5