LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $375M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$3.63M
3
+$2.89M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
AAPL icon
Apple
AAPL
+$2.56M

Top Sells

1
+$1.73M
2
+$1.31M
3
+$720K
4
HON icon
Honeywell
HON
+$686K
5
IEX icon
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
ABT icon
26
Abbott
ABT
$212B
$2.99M 0.8%
23,870
+4,148
UNH icon
27
UnitedHealth
UNH
$300B
$2.94M 0.79%
8,910
-3,970
GOOG icon
28
Alphabet (Google) Class C
GOOG
$3.99T
$2.88M 0.77%
9,173
+1,340
META icon
29
Meta Platforms (Facebook)
META
$1.56T
$2.88M 0.77%
4,359
+178
AVGO icon
30
Broadcom
AVGO
$1.67T
$2.81M 0.75%
8,106
+147
HON icon
31
Honeywell
HON
$139B
$2.46M 0.66%
12,605
-3,517
HUBB icon
32
Hubbell
HUBB
$26B
$1.98M 0.53%
4,466
+374
EQH icon
33
Equitable Holdings
EQH
$13.4B
$1.87M 0.5%
39,240
+5,905
LOW icon
34
Lowe's Companies
LOW
$156B
$1.85M 0.49%
7,661
+1,081
BSCT icon
35
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.63B
$1.84M 0.49%
97,781
+23,920
IEX icon
36
IDEX
IEX
$14.7B
$1.7M 0.45%
9,554
-3,799
MCD icon
37
McDonald's
MCD
$219B
$1.63M 0.44%
5,347
+411
UNP icon
38
Union Pacific
UNP
$136B
$1.59M 0.42%
6,856
+1,175
XOM icon
39
Exxon Mobil
XOM
$548B
$1.5M 0.4%
12,457
+327
T icon
40
AT&T
T
$167B
$1.34M 0.36%
53,959
+663
RSP icon
41
Invesco S&P 500 Equal Weight ETF
RSP
$78.7B
$1.26M 0.34%
6,563
+847
ISRG icon
42
Intuitive Surgical
ISRG
$190B
$1.17M 0.31%
2,060
+393
AXP icon
43
American Express
AXP
$251B
$1.12M 0.3%
3,015
+15
ZTS icon
44
Zoetis
ZTS
$54.9B
$1.1M 0.29%
8,705
-5,719
COP icon
45
ConocoPhillips
COP
$121B
$1.07M 0.28%
11,384
-18,469
VOO icon
46
Vanguard S&P 500 ETF
VOO
$851B
$1.03M 0.27%
1,641
+91
FTV icon
47
Fortive
FTV
$17.5B
$1.01M 0.27%
18,237
+3,471
BSCS icon
48
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.22B
$970K 0.26%
47,091
+11,082
A icon
49
Agilent Technologies
A
$39.6B
$936K 0.25%
6,882
+2,190
TSLA icon
50
Tesla
TSLA
$1.46T
$858K 0.23%
+1,907
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