LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $329M
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$3.51M
3
+$3.42M
4
MSFT icon
Microsoft
MSFT
+$3.34M
5
A icon
Agilent Technologies
A
+$3.18M

Top Sells

1
+$1.21M
2
+$953K
3
+$855K
4
EW icon
Edwards Lifesciences
EW
+$800K
5
V icon
Visa
V
+$741K

Sector Composition

1 Technology 30.19%
2 Healthcare 12.08%
3 Financials 10.57%
4 Industrials 4.95%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
76
iShares Russell 1000 ETF
IWB
$44.7B
$322K 0.11%
1,050
-180
AMLP icon
77
Alerian MLP ETF
AMLP
$10B
$322K 0.11%
+6,200
BSCR icon
78
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.1B
$322K 0.11%
+16,423
CSCO icon
79
Cisco
CSCO
$277B
$300K 0.1%
4,857
CSQ icon
80
Calamos Strategic Total Return Fund
CSQ
$3.03B
$299K 0.1%
+18,458
LRCX icon
81
Lam Research
LRCX
$178B
$289K 0.09%
+3,980
CRWD icon
82
CrowdStrike
CRWD
$122B
$283K 0.09%
+803
EGP icon
83
EastGroup Properties
EGP
$9.59B
$281K 0.09%
1,595
+13
BSCQ icon
84
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
$267K 0.09%
+13,730
IEX icon
85
IDEX
IEX
$12.5B
$267K 0.09%
+1,473
NEE icon
86
NextEra Energy
NEE
$174B
$262K 0.09%
3,694
-1,188
SPGI icon
87
S&P Global
SPGI
$144B
$254K 0.08%
500
MLPA icon
88
Global X MLP ETF
MLPA
$1.76B
$251K 0.08%
4,706
AZN icon
89
AstraZeneca
AZN
$263B
$239K 0.08%
3,246
-702
ABBV icon
90
AbbVie
ABBV
$406B
$233K 0.08%
1,111
-103
LLY icon
91
Eli Lilly
LLY
$720B
$230K 0.08%
278
CRM icon
92
Salesforce
CRM
$231B
$228K 0.07%
+850
EW icon
93
Edwards Lifesciences
EW
$43.8B
$221K 0.07%
3,045
-11,036
BRO icon
94
Brown & Brown
BRO
$29B
$204K 0.07%
+1,640
CHY
95
Calamos Convertible and High Income Fund
CHY
$894M
$135K 0.04%
13,365
-32,886
CHI
96
Calamos Convertible Opportunities and Income Fund
CHI
$850M
$128K 0.04%
13,302
-36,109
GAB icon
97
Gabelli Equity Trust
GAB
$1.83B
$102K 0.03%
18,551
-56,425
ETN icon
98
Eaton
ETN
$145B
– –
-894
FE icon
99
FirstEnergy
FE
$27.1B
– –
-10,600
JEPQ icon
100
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.6B
– –
-8,037
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