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LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.91B
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$91M
2
+$8.91M
3
+$5.18M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$549K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$233K

Top Sells

1
+$82.4M
2
+$5.32M
3
+$3.57M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.7M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.22M

Sector Composition

1 Technology 0.03%
2 Communication Services 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$895B
$423M 22.13%
564,713
+7,120
IWB icon
2
iShares Russell 1000 ETF
IWB
$48.7B
$288M 15.05%
702,613
-5,589
FBND icon
3
Fidelity Total Bond ETF
FBND
$26.9B
$250M 13.08%
5,495,432
+1,995,732
SCHK icon
4
Schwab 1000 Index ETF
SCHK
$5.76B
$211M 11.03%
5,848,312
-152,229
JCPB icon
5
JPMorgan Core Plus Bond ETF
JCPB
$13.8B
$190M 9.97%
4,057,660
+190,026
SCHM icon
6
Schwab US Mid-Cap ETF
SCHM
$14.7B
$158M 8.27%
4,286,476
-33,621
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$122B
$100M 5.25%
1,301,904
-22,349
IXUS icon
8
iShares Core MSCI Total International Stock ETF
IXUS
$58.6B
$69.5M 3.64%
728,716
-11,098
SCHX icon
9
Schwab US Large- Cap ETF
SCHX
$72.8B
$63.5M 3.32%
2,158,489
-124,960
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$110B
$60.7M 3.18%
409,323
-5,111
SCHA icon
11
Schwab U.S Small- Cap ETF
SCHA
$23B
$26.5M 1.39%
732,766
-81,682
HMOP icon
12
Hartford Municipal Opportunities ETF
HMOP
$780M
$24.2M 1.26%
617,517
+14,050
IWM icon
13
iShares Russell 2000 ETF
IWM
$82.7B
$15.8M 0.83%
52,705
-675
VTI icon
14
Vanguard Total Stock Market ETF
VTI
$667B
$10.8M 0.56%
29,077
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$7.28M 0.38%
9,742
+28
AGG icon
16
iShares Core US Aggregate Bond ETF
AGG
$138B
$3.74M 0.2%
37,783
-2,975
JPST icon
17
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$1.77M 0.09%
35,085
-1,631,248
SCHB icon
18
Schwab US Broad Market ETF
SCHB
$43.6B
$1.19M 0.06%
41,259
+456
SCHZ icon
19
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.07M 0.06%
46,343
+5,575
SCMB icon
20
Schwab Municipal Bond ETF
SCMB
$3.98B
$943K 0.05%
36,507
+10
VUG icon
21
Vanguard Growth ETF
VUG
$227B
$792K 0.04%
9,198
-180
IWF icon
22
iShares Russell 1000 Growth ETF
IWF
$128B
$633K 0.03%
5,096
-728
QQQ icon
23
Invesco QQQ Trust
QQQ
$481B
$377K 0.02%
513
-20
IWD icon
24
iShares Russell 1000 Value ETF
IWD
$81.7B
$365K 0.02%
1,504
-480
VOO icon
25
Vanguard S&P 500 ETF
VOO
$989B
$339K 0.02%
493
1
2

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