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
$398M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.21M
3
+$77.3K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$28.5K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$19.8K

Top Sells

1
+$1.21M
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
in Stake 		Capital Flow
26
– –
-78
27
– –
-29
28
– –
-327
29
– –
-12
30
– –
-300
31
– –
-642
32
– –
-2,190
33
– –
-3,121
34
– –
-257
35
– –
-1,146
36
– –
-232
37
– –
-285
38
– –
-68
39
– –
-116
40
– –
-48
41
– –
-193
42
– –
-34
43
– –
-91
44
– –
-8,970
45
– –
-5,922
46
– –
-896
47
– –
-180
48
– –
-19
49
– –
-420
50
– –
-16
1
2
3 4