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
$272M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.62M
3
+$1.22M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.05M
5
T icon
AT&T
T
+$1.04M

Top Sells

1
+$635K
2
+$201K
3
+$166K
4
UNH icon
UnitedHealth
UNH
+$102K
5
LOW icon
Lowe's Companies
LOW
+$102K

Sector Composition

1 Technology 20.95%
2 Financials 11.2%
3 Healthcare 11.15%
4 Consumer Staples 6.17%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.7M 21.57%
102,343
-134
2
$19.3M 7.1%
44,895
+1,933
3
$17.2M 6.33%
73,945
+5,231
4
$8.54M 3.14%
49,964
+364
5
$8.41M 3.09%
124,580
+9,752
6
$7.81M 2.87%
47,077
+5,091
7
$7.5M 2.75%
27,274
+655
8
$6.9M 2.53%
85,424
+1,907
9
$5.31M 1.95%
18,743
-175
10
$5.19M 1.91%
42,765
+16,115
11
$5.03M 1.85%
41,505
+1,008
12
$4.96M 1.82%
8,491
-175
13
$4.7M 1.73%
40,023
14
$4.66M 1.71%
55,565
-495
15
$4.56M 1.68%
15,828
16
$4.31M 1.58%
15,311
-150
17
$3.94M 1.45%
14,185
-5
18
$3.87M 1.42%
19,805
-305
19
$3.7M 1.36%
31,527
20
$3.58M 1.32%
17,321
-220
21
$3.58M 1.31%
4,033
+106
22
$3.39M 1.24%
9,371
-10
23
$3.3M 1.21%
13,866
24
$3.27M 1.2%
82,345
25
$2.97M 1.09%
26,015
+186
1
2 3 4