LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $332M
1-Year Est. Return 24.04%
This Quarter Est. Return
1 Year Est. Return
+24.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$3.51M
3
+$3.42M
4
MSFT icon
Microsoft
MSFT
+$3.34M
5
A icon
Agilent Technologies
A
+$3.18M

Top Sells

1
+$1.21M
2
+$953K
3
+$855K
4
EW icon
Edwards Lifesciences
EW
+$800K
5
V icon
Visa
V
+$741K

Sector Composition

1 Technology 30.19%
2 Healthcare 12.08%
3 Financials 10.57%
4 Industrials 4.95%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.1M 17.7%
96,785
+182
2
$53.4M 17.44%
240,181
+171,015
3
$19.8M 6.49%
52,875
+8,900
4
$9.52M 3.11%
144,816
+16,609
5
$8.19M 2.68%
23,377
-2,114
6
$8.17M 2.67%
47,864
+924
7
$7.31M 2.39%
47,242
+5,687
8
$7.04M 2.3%
80,176
-1,907
9
$5.37M 1.75%
10,783
+7,054
10
$5.22M 1.71%
51,790
-465
11
$5.06M 1.65%
38,217
-1,123
12
$5.02M 1.64%
46,293
+18,956
13
$4.94M 1.61%
14,311
-230
14
$4.73M 1.55%
38,873
15
$4.68M 1.53%
24,594
+14,886
16
$4.57M 1.49%
15,138
17
$4.41M 1.44%
8,424
+180
18
$3.88M 1.27%
18,336
+1,915
19
$3.63M 1.18%
3,833
20
$3.53M 1.15%
12,844
-454
21
$3.42M 1.12%
+19,427
22
$3.29M 1.08%
78,870
-375
23
$3.28M 1.07%
24,730
+1
24
$3.24M 1.06%
8,716
25
$3.2M 1.05%
13,043
+150
1
2 3 4 5