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LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.71B
1-Year Est. Return 12.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.2M
3
+$76.2K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$28.3K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$19.7K

Top Sells

1
+$1.2M
2
+$160K
3
+$130K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$128K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$127K

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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