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
$1.56B
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$6.44M
3
+$5.75M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.18M
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$2.36M

Top Sells

1
+$6.09M
2
+$3.03M
3
+$2.08M
4
T icon
AT&T
T
+$1.64M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 0.17%
2 Communication Services 0.08%
3 Consumer Discretionary 0.05%
4 Healthcare 0.03%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$518K 0.03%
2,361
+23
27
$506K 0.03%
1,260
28
$486K 0.03%
21,325
-72,043
29
$480K 0.03%
819
+12
30
$428K 0.03%
1,847
-41
31
$396K 0.03%
4,810
32
$390K 0.03%
1,739
-152
33
$374K 0.02%
3,861
-76
34
$363K 0.02%
4,618
+466
35
$299K 0.02%
946
+17
36
$282K 0.02%
365
-9
37
$278K 0.02%
1,504
38
$260K 0.02%
508
39
$251K 0.02%
497
-53
40
$240K 0.02%
618
-4
41
$217K 0.01%
+2,430
42
$206K 0.01%
5,951
43
– –
-1,305
44
– –
-1,237
45
– –
-677
1
2