LWMT
Legacy Wealth Management (Tennessee) Portfolio holdings
AUM
$1.61B
This Quarter Return
+5.47%
1 Year Return
+9.66%
3 Year Return
+40.12%
5 Year Return
+75.54%
10 Year Return
+139.94%
AUM
$1.54B
AUM Growth
+$1.54B
(+12%)
Cap. Flow
+$87M
Cap. Flow
% of AUM
5.64%
Top 10 Holdings %
Top 10 Hldgs %
90.78%
Holding
44
New
21
Increased
9
Reduced
9
Closed
–
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$55M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
$17.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.97M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$2.94M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$2.52M |
Top Sells
| 1 |
Schwab 1000 Index ETF
SCHK
|
$2.97M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.85M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$1.7M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$1.39M |
| 5 |
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% |
