LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $351M
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
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
+$8.27M
2
+$3.59M
3
+$2.89M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.87M
5
AAPL icon
Apple
AAPL
+$2.53M

Top Sells

1
+$1.67M
2
+$1.35M
3
+$880K
4
ZTS icon
Zoetis
ZTS
+$746K
5
IEX icon
IDEX
IEX
+$649K

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
$161B
$2.99M 0.8%
23,870
+4,148
UNH icon
27
UnitedHealth
UNH
$322B
$2.94M 0.79%
8,910
-3,970
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.09T
$2.88M 0.77%
9,173
+1,340
META icon
29
Meta Platforms (Facebook)
META
$1.67T
$2.88M 0.77%
4,359
+178
AVGO icon
30
Broadcom
AVGO
$1.99T
$2.81M 0.75%
8,106
+147
HON icon
31
Honeywell
HON
$136B
$2.46M 0.66%
12,605
-4,500
HUBB icon
32
Hubbell
HUBB
$29.6B
$1.98M 0.53%
4,466
+374
EQH icon
33
Equitable Holdings
EQH
$11.7B
$1.87M 0.5%
39,240
+5,905
LOW icon
34
Lowe's Companies
LOW
$138B
$1.85M 0.49%
7,661
+1,081
BSCT icon
35
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.78B
$1.84M 0.49%
97,781
+23,920
IEX icon
36
IDEX
IEX
$15.3B
$1.7M 0.45%
9,554
-3,799
MCD icon
37
McDonald's
MCD
$215B
$1.63M 0.44%
5,347
+411
UNP icon
38
Union Pacific
UNP
$161B
$1.59M 0.42%
6,856
+1,175
XOM icon
39
Exxon Mobil
XOM
$626B
$1.5M 0.4%
12,457
+327
T icon
40
AT&T
T
$186B
$1.34M 0.36%
53,959
+663
RSP icon
41
Invesco S&P 500 Equal Weight ETF
RSP
$88.1B
$1.26M 0.34%
6,563
+847
ISRG icon
42
Intuitive Surgical
ISRG
$170B
$1.17M 0.31%
2,060
+393
AXP icon
43
American Express
AXP
$218B
$1.12M 0.3%
3,015
+15
ZTS icon
44
Zoetis
ZTS
$48.8B
$1.1M 0.29%
8,705
-5,719
COP icon
45
ConocoPhillips
COP
$152B
$1.07M 0.28%
11,384
-18,469
VOO icon
46
Vanguard S&P 500 ETF
VOO
$890B
$1.03M 0.27%
1,641
+91
FTV icon
47
Fortive
FTV
$18.8B
$1.01M 0.27%
18,237
+3,471
BSCS icon
48
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.43B
$970K 0.26%
47,091
+11,082
A icon
49
Agilent Technologies
A
$32.3B
$936K 0.25%
6,882
+2,190
TSLA icon
50
Tesla
TSLA
$1.4T
$858K 0.23%
+1,907
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