LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $375M
1-Year Est. Return 24.33%
This Fund
S&P 500
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
+$8.27M
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
+$746K
4
HON icon
Honeywell
HON
+$702K
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
ORCL icon
76
Oracle
ORCL
$449B
$361K 0.1%
1,854
+35
LLY icon
77
Eli Lilly
LLY
$881B
$359K 0.1%
334
+7
JEPI icon
78
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$359K 0.1%
6,267
SPTM icon
79
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12B
$343K 0.09%
4,155
+186
IWB icon
80
iShares Russell 1000 ETF
IWB
$46B
$336K 0.09%
+900
BSCU icon
81
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.44B
$322K 0.09%
19,032
+3,867
IWR icon
82
iShares Russell Mid-Cap ETF
IWR
$48.9B
$316K 0.08%
3,277
+4
AZN icon
83
AstraZeneca
AZN
$308B
$298K 0.08%
3,246
BSCW icon
84
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.4B
$298K 0.08%
+14,285
EGP icon
85
EastGroup Properties
EGP
$10.2B
$292K 0.08%
1,637
+14
RAL
86
Ralliant Corp
RAL
$5.29B
$288K 0.08%
5,664
+804
JNJ icon
87
Johnson & Johnson
JNJ
$578B
$269K 0.07%
+1,302
NXPI icon
88
NXP Semiconductors
NXPI
$54B
$266K 0.07%
1,226
SPGI icon
89
S&P Global
SPGI
$134B
$261K 0.07%
500
QQQ icon
90
Invesco QQQ Trust
QQQ
$400B
$247K 0.07%
+402
IWM icon
91
iShares Russell 2000 ETF
IWM
$73.3B
$243K 0.06%
+987
YMAX icon
92
YieldMax Universe Fund of Option Income ETFs
YMAX
$449M
$241K 0.06%
24,145
+1,182
CRWD icon
93
CrowdStrike
CRWD
$107B
$240K 0.06%
511
GDXY
94
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$302M
$230K 0.06%
14,355
+3,968
BSCQ icon
95
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.15B
$230K 0.06%
11,725
+1,340
MLPA icon
96
Global X MLP ETF
MLPA
$2.16B
$228K 0.06%
4,706
VRT icon
97
Vertiv
VRT
$97.6B
$227K 0.06%
1,403
+1
ABBV icon
98
AbbVie
ABBV
$412B
$218K 0.06%
952
+68
WBD icon
99
Warner Bros
WBD
$69.2B
$206K 0.06%
+7,155
GAB icon
100
Gabelli Equity Trust
GAB
$1.85B
$195K 0.05%
31,524
+305
1 2 3
4
5