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
$192M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.26M
3
+$1.76M
4
ADBE icon
Adobe
ADBE
+$1.67M
5
WMT icon
Walmart
WMT
+$1.65M

Top Sells

1
+$2.18M
2
+$1.58M
3
+$1.54M
4
ADUS icon
Addus HomeCare
ADUS
+$1.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$906K

Sector Composition

1 Technology 20.27%
2 Healthcare 14.66%
3 Financials 12.74%
4 Consumer Staples 9.41%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.4M 18.47%
78,331
-3,499
2
$12.8M 6.7%
41,628
+230
3
$12.6M 6.56%
71,923
+662
4
$6.31M 3.29%
28,439
+7,089
5
$4.34M 2.27%
31,240
+40
6
$4.03M 2.1%
24,720
+18,660
7
$3.6M 1.88%
34,722
+108
8
$3.41M 1.78%
6,691
+8
9
$3.32M 1.73%
5,761
+12
10
$3.16M 1.65%
26,688
+35
11
$3.15M 1.65%
12,118
+30
12
$2.99M 1.56%
11,533
+8
13
$2.96M 1.54%
11,897
+23
14
$2.95M 1.54%
16,911
+31
15
$2.76M 1.44%
62,355
+116
16
$2.59M 1.35%
9,680
+8
17
$2.44M 1.27%
40,268
+9,640
18
$2.43M 1.27%
4,112
+6
19
$2.42M 1.26%
24,432
+70
20
$2.39M 1.25%
12,296
+50
21
$2.38M 1.24%
11,235
-71
22
$2.29M 1.2%
6,937
+12
23
$2.26M 1.18%
+9,756
24
$2.2M 1.15%
10,868
+30
25
$2.18M 1.14%
14,268
+35
1
2 3 4 5