LWMM
Legacy Wealth Management (Mississippi) Portfolio holdings
AUM
$375M
1-Year Est. Return
24.33%
1 Year Est. Return
+24.33%
AUM
$375M
AUM Growth
+$42.3M
(+13%)
Holding
102
Top Buys
| 1 | +$8.28M | |
| 2 | +$3.63M | |
| 3 | +$2.89M | |
| 4 |
Microsoft
MSFT
|
+$2.79M |
| 5 |
Apple
AAPL
|
+$2.56M |
Top Sells
| 1 | +$1.73M | |
| 2 | +$1.31M | |
| 3 | +$720K | |
| 4 |
Honeywell
HON
|
+$686K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
FISV
101
Fiserv Inc
FISV
$35.7B
| – | – |
-3,000
|
|
||
102
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.47B
| – | – |
-8,148
|
|