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
$381M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$130K
3
+$128K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$127K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$102K

Top Sells

1
+$2.41M
2
+$1.2M
3
+$1.09M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$350K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$62.1K

Sector Composition

1 Utilities 0.02%
2 Real Estate 0.02%
3 Healthcare 0%
4 Communication Services 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$57.7K 0.02%
+257
27
$52.1K 0.01%
+645
28
$48.7K 0.01%
+965
29
$40.3K 0.01%
+420
30
$33.4K 0.01%
+251
31
$31.2K 0.01%
+262
32
$21K 0.01%
+1,505
33
$18.5K ﹤0.01%
+180
34
$17.8K ﹤0.01%
+705
35
$17.2K ﹤0.01%
+667
36
$17.2K ﹤0.01%
+194
37
$16.9K ﹤0.01%
+642
38
$16.7K ﹤0.01%
+327
39
$16K ﹤0.01%
+81
40
$12.9K ﹤0.01%
+472
41
$11.2K ﹤0.01%
+155
42
$11.1K ﹤0.01%
+154
43
$8.36K ﹤0.01%
+193
44
$7.48K ﹤0.01%
+95
45
$7.39K ﹤0.01%
+88
46
$7.35K ﹤0.01%
+96
47
$7.15K ﹤0.01%
+166
48
$7.05K ﹤0.01%
+116
49
$6.93K ﹤0.01%
+232
50
$6.92K ﹤0.01%
+330
1
2
3 4