LWMT
Legacy Wealth Management (Tennessee) Portfolio holdings
AUM
$1.61B
1-Year Return
9.66%
This Quarter Return
+4.75%
1 Year Return
+9.66%
3 Year Return
+40.12%
5 Year Return
+75.54%
10 Year Return
+139.94%
AUM
$398M
AUM Growth
+$17.4M
(+4.6%)
Cap. Flow
-$549K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
79
New
–
Increased
7
Reduced
2
Closed
69
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$1.43M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$1.21M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$77.3K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$28.5K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$19.8K |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.21M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$160K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$130K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$128K |
| 5 |
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% |
