LWMT
Legacy Wealth Management (Tennessee) Portfolio holdings
AUM
$1.74B
1-Year Est. Return
11.53%
This Fund
S&P 500
1 Year Est. Return
+11.53%
AUM
$1.74B
AUM Growth
+$36.9M
(+2.2%)
Holding
31
Top Buys
| 1 | +$8.7M | |
| 2 | +$7.74M | |
| 3 | +$4.69M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.21M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$3.41M |
Top Sells
| 1 | +$7.94M | |
| 2 | +$4.49M | |
| 3 | +$2.03M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Apple
AAPL
$4.02T
| $337K | 0.02% |
1,238
+263
|
|
||
27
Invesco QQQ Trust
QQQ
$421B
| $315K | 0.02% |
513
+1
|
|
||
28
Vanguard S&P 500 ETF
VOO
$892B
| $280K | 0.02% |
+447
|
|
||
29
Microsoft
MSFT
$3.13T
| $259K | 0.01% |
535
+10
|
|
||
30
Alphabet (Google) Class A
GOOGL
$4.11T
| $254K | 0.01% |
+811
|
|
||
31
Dimensional US Core Equity 2 ETF
DFAC
$44B
| $248K | 0.01% |
6,256
+305
|
|