LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.74B
1-Year Est. Return 11.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$7.74M
3
+$4.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.21M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.41M

Top Sells

1
+$7.94M
2
+$4.49M
3
+$2.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.26M

Sector Composition

1 Technology 0.06%
2 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$743B
$373M 21.49%
544,435
+6,903
IWB icon
2
iShares Russell 1000 ETF
IWB
$45.8B
$265M 15.29%
710,475
-12,117
SCHK icon
3
Schwab 1000 Index ETF
SCHK
$4.88B
$201M 11.56%
6,117,568
-244,067
JCPB icon
4
JPMorgan Core Plus Bond ETF
JCPB
$10.4B
$177M 10.18%
3,729,750
+182,776
FBND icon
5
Fidelity Total Bond ETF
FBND
$25B
$157M 9.06%
3,416,406
+166,799
SCHM icon
6
Schwab US Mid-Cap ETF
SCHM
$13.5B
$130M 7.48%
4,319,152
+114,417
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$111B
$89.1M 5.13%
1,349,996
-25,901
JPST icon
8
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$82.5M 4.76%
1,631,362
+83,125
IXUS icon
9
iShares Core MSCI Total International Stock ETF
IXUS
$54.6B
$63.8M 3.67%
753,401
-10,712
SCHX icon
10
Schwab US Large- Cap ETF
SCHX
$63.6B
$59.4M 3.42%
2,206,176
-76,081
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$95.3B
$50.3M 2.9%
418,852
-884
SCHA icon
12
Schwab U.S Small- Cap ETF
SCHA
$20.5B
$24.1M 1.39%
846,199
-44,489
HMOP icon
13
Hartford Municipal Opportunities ETF
HMOP
$712M
$23.3M 1.34%
596,389
+48,905
IWM icon
14
iShares Russell 2000 ETF
IWM
$73.4B
$13.2M 0.76%
53,689
-1,312
VTI icon
15
Vanguard Total Stock Market ETF
VTI
$577B
$9.45M 0.54%
28,195
-14
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$689B
$6.62M 0.38%
9,711
AGG icon
17
iShares Core US Aggregate Bond ETF
AGG
$140B
$3.89M 0.22%
38,943
-1
SCHB icon
18
Schwab US Broad Market ETF
SCHB
$38.3B
$997K 0.06%
38,021
-440
SCMB icon
19
Schwab Municipal Bond ETF
SCMB
$3.63B
$903K 0.05%
35,068
VUG icon
20
Vanguard Growth ETF
VUG
$194B
$750K 0.04%
1,538
SCHZ icon
21
Schwab US Aggregate Bond ETF
SCHZ
$10B
$703K 0.04%
30,075
-1,503
IWF icon
22
iShares Russell 1000 Growth ETF
IWF
$116B
$689K 0.04%
1,456
+182
T icon
23
AT&T
T
$201B
$463K 0.03%
18,622
+605
IWD icon
24
iShares Russell 1000 Value ETF
IWD
$69.9B
$417K 0.02%
1,984
+480
NVDA icon
25
NVIDIA
NVDA
$4.38T
$388K 0.02%
2,081
+186
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