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 | |
|---|---|---|---|---|---|---|
101
Cigna
CI
$73B
| $221K | 0.06% |
+830
|
|
||
102
S&P Global
SPGI
$132B
| $213K | 0.06% |
500
|
|
||
103
AbbVie
ABBV
$363B
| $203K | 0.06% |
934
-18
|
|
||
|
GDXY
104
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$285M
| $201K | 0.06% |
14,355
|
|
||
105
YieldMax Universe Fund of Option Income ETFs
YMAX
$396M
| $182K | 0.05% |
23,285
-860
|
|
||
106
Gabelli Equity Trust
GAB
$1.75B
| $178K | 0.05% |
31,867
+343
|
|
||
107
Agilent Technologies
A
$34.5B
| – | – |
-6,882
|
|
||
108
AstraZeneca
AZN
$304B
| – | – |
-3,246
|
|
||
109
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.95B
| – | – |
-11,725
|
|
||
110
CrowdStrike
CRWD
$114B
| – | – |
-511
|
|
||
111
iShares Russell 2000 ETF
IWM
$77B
| – | – |
-987
|
|
||
112
Matador Resources
MTDR
$7.33B
| – | – |
-13,035
|
|
||
113
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15B
| – | – |
-16,132
|
|
||
114
Warner Bros
WBD
$68.5B
| – | – |
-7,155
|
|
||
|
RAL
115
Ralliant Corp
RAL
$5.18B
| – | – |
-5,664
|
|