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
$1.54B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$17.2M
3
+$4.97M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.94M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.52M

Top Sells

1
+$2.97M
2
+$1.85M
3
+$1.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.39M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$374K

Sector Composition

1 Communication Services 0.16%
2 Technology 0.15%
3 Healthcare 0.06%
4 Consumer Discretionary 0.04%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$512K 0.03%
21,528
-3,758
27
$473K 0.03%
1,260
28
$462K 0.03%
+807
29
$436K 0.03%
+2,338
30
$434K 0.03%
+4,810
31
$379K 0.02%
+1,891
32
$357K 0.02%
+677
33
$356K 0.02%
+3,937
34
$345K 0.02%
+4,152
35
$332K 0.02%
+374
36
$326K 0.02%
+1,888
37
$322K 0.02%
+550
38
$285K 0.02%
1,504
39
$255K 0.02%
+929
40
$252K 0.02%
+622
41
$248K 0.02%
508
42
$214K 0.01%
+1,237
43
$211K 0.01%
+1,305
44
$204K 0.01%
+5,951
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