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
$158M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.9M
3
+$1.81M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$945K
5
KDP icon
Keurig Dr Pepper
KDP
+$608K

Top Sells

1
+$1.72M
2
+$1.26M
3
+$1.2M
4
DIS icon
Walt Disney
DIS
+$866K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$777K

Sector Composition

1 Technology 17.64%
2 Healthcare 14.81%
3 Financials 12.43%
4 Consumer Staples 7.94%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32M 20.28%
85,592
-1,468
2
$9.44M 5.98%
71,140
+14,351
3
$8.9M 5.64%
40,030
+8,135
4
$4.61M 2.92%
21,075
+422
5
$3.58M 2.27%
10,427
-23
6
$2.91M 1.84%
26,574
-584
7
$2.79M 1.77%
40,870
+8,091
8
$2.76M 1.75%
11,313
-1,392
9
$2.69M 1.7%
30,700
+280
10
$2.6M 1.65%
12,213
-565
11
$2.43M 1.54%
10,357
+1,023
12
$2.42M 1.53%
12,275
-822
13
$2.41M 1.53%
37,838
+1,638
14
$2.4M 1.52%
9,779
-265
15
$2.39M 1.51%
6,808
-11
16
$2.31M 1.46%
64,305
-1,405
17
$2.28M 1.44%
12,037
-2,025
18
$2.19M 1.39%
14,403
-261
19
$2.12M 1.34%
5,624
-38
20
$2.09M 1.32%
16,868
-1,380
21
$2.01M 1.27%
7,617
-480
22
$2.01M 1.27%
33,912
-2,028
23
$1.98M 1.26%
+8,225
24
$1.97M 1.25%
11,185
-400
25
$1.96M 1.24%
10,805
-4,778
1
2 3 4 5