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
$180M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$728K
2 +$545K
3 +$514K
4
CTRE icon
CareTrust REIT
CTRE
+$446K
5
VZ icon
Verizon
VZ
+$401K

Top Sells

1 +$823K
2 +$630K
3 +$212K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$197K
5
BSX icon
Boston Scientific
BSX
+$164K

Sector Composition

1 Technology 16.85%
2 Healthcare 13.98%
3 Financials 13.44%
4 Consumer Staples 7.63%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$36.9M 20.45%
86,160
+903
2
$11.2M 6.21%
41,373
+160
3
$9.79M 5.43%
71,498
4
$4.99M 2.76%
21,321
-2
5
$4M 2.22%
10,160
-65
6
$3.8M 2.11%
31,160
+500
7
$3.11M 1.72%
26,813
-86
8
$2.98M 1.65%
10,232
-115
9
$2.93M 1.62%
12,299
-293
10
$2.9M 1.61%
7,647
-70
11
$2.73M 1.51%
11,508
12
$2.73M 1.51%
11,285
-100
13
$2.72M 1.51%
6,786
14
$2.67M 1.48%
12,173
-190
15
$2.59M 1.44%
60,655
-3,825
16
$2.59M 1.44%
11,997
17
$2.55M 1.42%
35,120
-2,708
18
$2.53M 1.4%
9,729
-50
19
$2.37M 1.31%
16,886
-632
20
$2.27M 1.26%
5,741
21
$2.21M 1.22%
8,125
-40
22
$2.15M 1.19%
11,085
-35
23
$2.12M 1.17%
34,242
-120
24
$2.07M 1.14%
4,094
25
$2.06M 1.14%
30,583
-75