LWMT
Legacy Wealth Management (Tennessee) Portfolio holdings
AUM
$1.71B
1-Year Est. Return
12.89%
This Fund
S&P 500
1 Year Est. Return
+12.89%
AUM
$1.71B
AUM Growth
-$20.7M
(-1.2%)
Holding
31
Top Buys
| 1 | +$8.98M | |
| 2 | +$6.54M | |
| 3 | +$3.84M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$2.07M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.77M |
Top Sells
| 1 | +$3.83M | |
| 2 | +$1.79M | |
| 3 | +$1.21M | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$952K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$847K |
Sector Composition
| 1 | Technology | 0.04% |
| 2 | Communication Services | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard S&P 500 ETF
VOO
$978B
| $295K | 0.02% |
493
+46
|
|
||
27
NVIDIA
NVDA
$5.3T
| $265K | 0.02% |
1,522
-559
|
|
||
28
Apple
AAPL
$4.57T
| $256K | 0.01% |
1,007
-231
|
|
||
29
Dimensional US Core Equity 2 ETF
DFAC
$47B
| $243K | 0.01% |
6,256
|
|
||
30
Microsoft
MSFT
$3.18T
| $209K | 0.01% |
565
+30
|
|
||
31
Alphabet (Google) Class A
GOOGL
$4.51T
| – | – |
-811
|
|