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
-$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.81M
3
+$1.16M
4
ES icon
Eversource Energy
ES
+$909K
5
AEE icon
Ameren
AEE
+$871K

Top Sells

1
+$2.2M
2
+$2.12M
3
+$579K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$468K
5
WBS icon
Webster Financial
WBS
+$310K

Sector Composition

1 Technology 19.59%
2 Healthcare 12.09%
3 Financials 11.46%
4 Consumer Staples 6.7%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.4M 23.59%
106,171
-1,355
2
$13.7M 7.1%
43,237
-412
3
$12.1M 6.31%
70,924
-372
4
$6.34M 3.3%
27,574
-420
5
$5.56M 2.89%
42,496
-588
6
$5.47M 2.85%
25,770
-2,203
7
$4.48M 2.33%
83,997
-540
8
$4.33M 2.25%
86,210
+2,640
9
$3.96M 2.06%
33,742
-126
10
$3.61M 1.88%
15,851
-120
11
$3.6M 1.87%
40,464
-272
12
$3.35M 1.74%
15,217
-106
13
$3.32M 1.73%
15,968
-20
14
$3.27M 1.7%
6,485
-102
15
$3.08M 1.6%
13,417
-137
16
$2.97M 1.54%
56,270
-35
17
$2.88M 1.5%
39,994
+16,162
18
$2.58M 1.34%
9,434
-51
19
$2.51M 1.31%
25,936
-91
20
$2.4M 1.25%
13,801
+195
21
$2.36M 1.23%
33,767
-45
22
$2.27M 1.18%
82,935
-900
23
$2.24M 1.16%
12,113
-181
24
$2.24M 1.16%
+11,182
25
$2.22M 1.16%
3,936
-35
1
2 3 4