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
$195M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$385K
3
+$337K
4
TMUS icon
T-Mobile US
TMUS
+$281K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$227K

Top Sells

1
+$2.59M
2
+$2.13M
3
+$2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.92M
5
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$1.24M

Sector Composition

1 Technology 19.63%
2 Healthcare 15.69%
3 Financials 12.2%
4 Consumer Staples 7.79%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.9M 19.89%
81,830
-4,045
2
$13.9M 7.13%
41,398
+25
3
$12.7M 6.48%
71,261
-345
4
$4.63M 2.37%
21,350
+21
5
$4.52M 2.31%
31,200
+40
6
$3.75M 1.92%
26,653
+25
7
$3.53M 1.8%
12,088
+15
8
$3.36M 1.72%
6,683
-103
9
$3.26M 1.67%
5,749
+8
10
$3.21M 1.64%
34,614
+138
11
$2.86M 1.47%
16,880
+24
12
$2.83M 1.45%
11,525
+11
13
$2.8M 1.43%
10,838
-247
14
$2.74M 1.4%
4,106
+12
15
$2.65M 1.36%
6,925
-332
16
$2.64M 1.35%
62,239
+1,884
17
$2.62M 1.34%
11,306
+21
18
$2.6M 1.33%
14,233
+25
19
$2.59M 1.32%
9,672
+13
20
$2.55M 1.31%
12,246
+88
21
$2.53M 1.3%
11,874
-123
22
$2.43M 1.25%
5,575
-4,585
23
$2.33M 1.19%
30,628
+45
24
$2.26M 1.16%
9,263
-53
25
$2.18M 1.12%
24,287
-388
1
2 3 4 5