LWMM
Legacy Wealth Management (Mississippi) Portfolio holdings
AUM
$375M
1-Year Est. Return
24.33%
1 Year Est. Return
+24.33%
AUM
$375M
AUM Growth
+$42.3M
(+13%)
Holding
102
Top Buys
| 1 | +$8.28M | |
| 2 | +$3.63M | |
| 3 | +$2.89M | |
| 4 |
Microsoft
MSFT
|
+$2.79M |
| 5 |
Apple
AAPL
|
+$2.56M |
Top Sells
| 1 | +$1.73M | |
| 2 | +$1.31M | |
| 3 | +$720K | |
| 4 |
Honeywell
HON
|
+$686K |
| 5 |
IDEX
IEX
|
+$676K |
Sector Composition
| 1 | Technology | 37.99% |
| 2 | Healthcare | 8.54% |
| 3 | Financials | 8.28% |
| 4 | Communication Services | 5.49% |
| 5 | Industrials | 5.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.53T
| $68M | 18.17% |
364,843
+44,407
|
|
||
2
SPDR S&P 500 ETF Trust
SPY
$714B
| $62.8M | 16.76% |
92,031
+5,318
|
|
||
|
3
Apple
AAPL
$3.76T
| $29.8M | 7.96% |
109,653
+9,429
|
|
||
|
4
Microsoft
MSFT
$3.42T
| $25.2M | 6.74% |
52,172
+5,766
|
|
||
|
SPYM
5
State Street SPDR Portfolio S&P 500 ETF
SPYM
$102B
| $13.9M | 3.72% |
173,850
+36,067
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.98T
| $13.3M | 3.54% |
42,357
+5,053
|
|
||
7
Walmart Inc
WMT
$954B
| $8.83M | 2.36% |
79,221
+9,944
|
|
||
8
Amazon
AMZN
$2.56T
| $7.26M | 1.94% |
31,467
+2,661
|
|
||
9
Visa
V
$633B
| $7.24M | 1.93% |
20,654
+2,557
|
|
||
10
Palo Alto Networks
PANW
$131B
| $6.92M | 1.85% |
37,564
-3,182
|
|
||
11
RTX Corp
RTX
$271B
| $6.72M | 1.79% |
36,624
+5,184
|
|
||
12
Palantir
PLTR
$407B
| $6.15M | 1.64% |
34,580
+420
|
|
||
13
TJX Companies
TJX
$175B
| $5.79M | 1.55% |
37,677
+4,869
|
|
||
14
Boston Scientific
BSX
$131B
| $4.75M | 1.27% |
49,800
+6,635
|
|
||
15
Thermo Fisher Scientific
TMO
$232B
| $4.71M | 1.26% |
8,123
+980
|
|
||
16
IQVIA
IQV
$40.5B
| $4.65M | 1.24% |
20,640
+1,545
|
|
||
17
Chubb
CB
$118B
| $4.56M | 1.22% |
14,611
+1,966
|
|
||
18
Bank of America
BAC
$382B
| $4.22M | 1.13% |
76,818
+11,395
|
|
||
19
Vanguard Total Stock Market ETF
VTI
$582B
| $4.09M | 1.09% |
12,191
+7,227
|
|
||
20
JPMorgan Chase
JPM
$842B
| $4.04M | 1.08% |
12,544
+1,709
|
|
||
21
L3Harris
LHX
$64.8B
| $3.91M | 1.04% |
13,304
+1,908
|
|
||
22
Danaher
DHR
$167B
| $3.89M | 1.04% |
16,997
+260
|
|
||
23
Arthur J. Gallagher & Co
AJG
$66.4B
| $3.49M | 0.93% |
13,491
+3,008
|
|
||
24
Costco
COST
$428B
| $3.21M | 0.86% |
3,723
+467
|
|
||
25
Stryker
SYK
$139B
| $3.06M | 0.82% |
8,703
+1,188
|
|