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
$199M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.08M
2 +$2.34M
3 +$2.31M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.31M
5
LHX icon
L3Harris
LHX
+$362K

Top Sells

1 +$2.88M
2 +$1.33M
3 +$1.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$264K
5
AMGN icon
Amgen
AMGN
+$218K

Sector Composition

1 Technology 20.85%
2 Financials 12.31%
3 Healthcare 12.04%
4 Consumer Staples 5.51%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$47.7M 23.9%
107,526
-130
2
$14.9M 7.45%
43,649
-89
3
$13.8M 6.94%
71,296
-69
4
$6.65M 3.33%
27,994
-43
5
$6.16M 3.09%
27,973
-1,200
6
$5.16M 2.59%
43,084
-121
7
$4.43M 2.22%
84,537
-165
8
$4.35M 2.18%
83,570
9
$4.33M 2.17%
33,868
-194
10
$3.51M 1.76%
15,971
11
$3.45M 1.73%
40,736
-45
12
$3.26M 1.64%
15,323
-22
13
$3.17M 1.59%
6,587
-17
14
$3.08M 1.54%
+15,988
15
$3.05M 1.53%
56,305
16
$2.89M 1.45%
9,485
-63
17
$2.84M 1.42%
26,027
-35
18
$2.81M 1.41%
13,554
+6,336
19
$2.66M 1.34%
13,606
+1,849
20
$2.55M 1.28%
12,294
-32
21
$2.41M 1.21%
83,835
22
$2.34M 1.17%
+33,812
23
$2.33M 1.17%
23,832
-510
24
$2.32M 1.17%
44,565
+1,910
25
$2.31M 1.16%
+25,871