LWMM
Legacy Wealth Management (Mississippi) Portfolio holdings
AUM
$332M
1-Year Est. Return
24.04%
1 Year Est. Return
+24.04%
AUM
$332M
AUM Growth
+$3.39M
(+1%)
Holding
98
Top Buys
| 1 | +$6.23M | |
| 2 | +$402K | |
| 3 | +$358K | |
| 4 |
CHI
Calamos Convertible Opportunities and Income Fund
CHI
|
+$342K |
| 5 |
CHY
Calamos Convertible and High Income Fund
CHY
|
+$316K |
Top Sells
| 1 | +$3.49M | |
| 2 | +$2.86M | |
| 3 | +$2.42M | |
| 4 |
Apple
AAPL
|
+$2.32M |
| 5 |
Adobe
ADBE
|
+$2M |
Sector Composition
| 1 | Technology | 39.1% |
| 2 | Healthcare | 8.79% |
| 3 | Financials | 8.07% |
| 4 | Industrials | 5.42% |
| 5 | Communication Services | 4.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.36T
| $59.8M | 18% |
320,436
+1,212
|
|
||
2
SPDR S&P 500 ETF Trust
SPY
$700B
| $57.8M | 17.39% |
86,713
-5,244
|
|
||
|
3
Apple
AAPL
$4.2T
| $25.5M | 7.68% |
100,224
-9,123
|
|
||
4
Microsoft
MSFT
$3.55T
| $24M | 7.23% |
46,406
-5,523
|
|
||
|
SPYM
5
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.2B
| $10.8M | 3.25% |
137,783
-6,110
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.86T
| $9.07M | 2.73% |
37,304
-5,478
|
|
||
7
Palo Alto Networks
PANW
$135B
| $8.3M | 2.5% |
40,746
-5,419
|
|
||
8
Walmart
WMT
$912B
| $7.14M | 2.15% |
69,277
-9,152
|
|
||
9
Amazon
AMZN
$2.48T
| $6.32M | 1.9% |
28,806
-1,836
|
|
||
10
Palantir
PLTR
$420B
| $6.23M | 1.88% |
+34,160
|
|
||
11
Visa
V
$636B
| $6.18M | 1.86% |
18,097
-2,438
|
|
||
12
RTX Corp
RTX
$226B
| $5.26M | 1.58% |
31,440
-5,016
|
|
||
13
TJX Companies
TJX
$167B
| $4.74M | 1.43% |
32,808
-4,900
|
|
||
14
UnitedHealth
UNH
$308B
| $4.45M | 1.34% |
12,880
-2,059
|
|
||
15
Boston Scientific
BSX
$146B
| $4.21M | 1.27% |
43,165
-6,685
|
|
||
16
IQVIA
IQV
$38.7B
| $3.63M | 1.09% |
19,095
-3,144
|
|
||
17
Chubb
CB
$116B
| $3.57M | 1.07% |
12,645
-2,089
|
|
||
18
L3Harris
LHX
$52B
| $3.48M | 1.05% |
11,396
-1,651
|
|
||
19
Thermo Fisher Scientific
TMO
$218B
| $3.46M | 1.04% |
7,143
-2,213
|
|
||
20
JPMorgan Chase
JPM
$850B
| $3.42M | 1.03% |
10,835
-1,613
|
|
||
21
Honeywell
HON
$123B
| $3.39M | 1.02% |
16,122
-1,967
|
|
||
22
Bank of America
BAC
$395B
| $3.38M | 1.02% |
65,423
-11,251
|
|
||
23
Danaher
DHR
$161B
| $3.32M | 1% |
16,737
-2,033
|
|
||
24
Arthur J. Gallagher & Co
AJG
$63B
| $3.25M | 0.98% |
10,483
-3,008
|
|
||
25
Meta Platforms (Facebook)
META
$1.61T
| $3.07M | 0.92% |
4,181
-58
|
|