LWMM
Legacy Wealth Management (Mississippi) Portfolio holdings
AUM
$351M
1-Year Est. Return
22.93%
This Fund
S&P 500
1 Year Est. Return
+22.93%
AUM
$351M
AUM Growth
-$23.7M
(-6.3%)
Holding
115
Top Buys
| 1 | +$5.69M | |
| 2 | +$3.21M | |
| 3 | +$1.08M | |
| 4 |
ServiceNow
NOW
|
+$984K |
| 5 |
Tesla
TSLA
|
+$856K |
Top Sells
| 1 | +$2.94M | |
| 2 | +$2.71M | |
| 3 | +$1.49M | |
| 4 |
Danaher
DHR
|
+$1.37M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$1.08M |
Sector Composition
| 1 | Technology | 36.14% |
| 2 | Financials | 7.4% |
| 3 | Healthcare | 6.06% |
| 4 | Industrials | 5.95% |
| 5 | Communication Services | 5.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.7T
| $2.9M | 0.83% |
5,066
+707
|
|
||
27
Stryker
SYK
$125B
| $2.86M | 0.82% |
8,704
+1
|
|
||
28
IQVIA
IQV
$29.5B
| $2.85M | 0.81% |
16,687
-3,953
|
|
||
29
Broadcom
AVGO
$1.9T
| $2.52M | 0.72% |
8,139
+33
|
|
||
30
Abbott
ABT
$161B
| $2.45M | 0.7% |
23,824
-46
|
|
||
31
Hubbell
HUBB
$29.1B
| $2.19M | 0.62% |
4,467
+1
|
|
||
32
Honeywell
HON
$141B
| $2.18M | 0.62% |
9,661
-2,944
|
|
||
33
Exxon Mobil
XOM
$617B
| $2.11M | 0.6% |
12,426
-31
|
|
||
|
34
Danaher
DHR
$138B
| $2.01M | 0.57% |
10,580
-6,417
|
|
||
35
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.78B
| $1.9M | 0.54% |
102,006
+4,225
|
|
||
36
Lowe's Companies
LOW
$141B
| $1.81M | 0.52% |
7,661
|
|
||
37
IDEX
IEX
$15.2B
| $1.7M | 0.48% |
8,975
-579
|
|
||
38
McDonald's
MCD
$215B
| $1.66M | 0.47% |
5,348
+1
|
|
||
39
Union Pacific
UNP
$149B
| $1.58M | 0.45% |
6,532
-324
|
|
||
40
AT&T
T
$181B
| $1.53M | 0.44% |
52,787
-1,172
|
|
||
41
Invesco S&P 500 Equal Weight ETF
RSP
$88.1B
| $1.51M | 0.43% |
7,889
+1,326
|
|
||
|
42
Tesla
TSLA
$1.45T
| $1.48M | 0.42% |
3,986
+2,079
|
|
||
43
Equitable Holdings
EQH
$11.5B
| $1.46M | 0.42% |
39,240
|
|
||
44
ConocoPhillips
COP
$147B
| $1.34M | 0.38% |
10,188
-1,196
|
|
||
45
Chevron
CVX
$370B
| $1.3M | 0.37% |
6,289
+1,309
|
|
||
46
Intuitive Surgical
ISRG
$160B
| $1.17M | 0.33% |
2,536
+476
|
|
||
47
UnitedHealth
UNH
$314B
| $1.06M | 0.3% |
3,908
-5,002
|
|
||
48
Vanguard S&P 500 ETF
VOO
$885B
| $981K | 0.28% |
1,641
|
|
||
49
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.43B
| $950K | 0.27% |
46,540
-551
|
|
||
50
American Express
AXP
$226B
| $924K | 0.26% |
3,055
+40
|
|