LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.7B
1-Year Est. Return 10.02%
This Quarter Est. Return
1 Year Est. Return
+10.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.02M
3
+$5.01M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.55M
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.79M

Top Sells

1
+$9.27M
2
+$9.03M
3
+$6.67M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.29M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.62M

Sector Composition

1 Technology 0.05%
2 Communication Services 0.03%
3 Consumer Staples 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWD icon
26
iShares Russell 1000 Value ETF
IWD
$64.3B
$306K 0.02%
1,504
-23
MSFT icon
27
Microsoft
MSFT
$3.82T
$272K 0.02%
525
-320
AAPL icon
28
Apple
AAPL
$3.74T
$248K 0.01%
975
-2,887
DFAC icon
29
Dimensional US Core Equity 2 ETF
DFAC
$37.8B
$230K 0.01%
5,951
SO icon
30
Southern Company
SO
$108B
– –
-4,143
PM icon
31
Philip Morris
PM
$247B
– –
-1,141
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