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
$181M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$159K
3
+$30.6K
4
COP icon
ConocoPhillips
COP
+$12.6K
5
ABT icon
Abbott
ABT
+$12.2K

Top Sells

1
+$351K
2
+$155K
3
+$78.8K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K
5
SYK icon
Stryker
SYK
+$15.1K

Sector Composition

1 Technology 19.56%
2 Healthcare 13.31%
3 Financials 11.88%
4 Consumer Staples 6.73%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.1M 24.32%
107,656
-157
2
$12.6M 6.96%
43,738
-50
3
$11.8M 6.49%
71,365
-75
4
$6.32M 3.49%
28,037
5
$5.95M 3.29%
29,173
-760
6
$4.48M 2.47%
43,205
7
$4.16M 2.3%
84,702
8
$4.02M 2.22%
83,570
+35
9
$3.43M 1.89%
15,345
10
$3.4M 1.88%
34,062
11
$3.2M 1.76%
40,781
12
$3.12M 1.72%
6,604
13
$3.06M 1.69%
15,971
14
$2.88M 1.59%
11,652
15
$2.82M 1.55%
56,305
16
$2.73M 1.5%
9,548
-53
17
$2.64M 1.46%
26,062
+120
18
$2.4M 1.32%
+83,835
19
$2.38M 1.32%
24,342
20
$2.37M 1.31%
4,118
21
$2.36M 1.3%
12,326
22
$2.31M 1.27%
11,757
23
$2.23M 1.23%
6,827
24
$2.22M 1.22%
42,655
25
$2M 1.1%
12,057
1
2 3