LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.61B
This Quarter Return
-3.12%
1 Year Return
+9.66%
3 Year Return
+40.12%
5 Year Return
+75.54%
10 Year Return
+139.94%
AUM
$1.5B
AUM Growth
-$57.1M
Cap. Flow
-$5.94M
Cap. Flow %
-0.4%
Top 10 Hldgs %
90.97%
Holding
45
New
3
Increased
17
Reduced
20
Closed
5

Sector Composition

1Technology0.12%
2Communication Services0.06%
3Financials0.03%
4Consumer Discretionary0.03%
5Utilities0.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$460K0.03% 1,274
+14
+1%
+$5.06K
$415K0.03% 3,833
-1,202
-24%
-$130K
$389K0.03% 2,044
-317
-13%
-$60.3K
$381K0.03% 4,143
-667
-14%
-$61.3K
$372K0.02% 4,552
-66
-1%
-$5.39K
$353K0.02% 3,659
-202
-5%
-$19.5K
$341K0.02% 1,725
-14
-0.8%
-$2.76K
$327K0.02% 567
-252
-31%
-$145K
$307K0.02%
+12,110
New
+$307K
$287K0.02% 1,527
+23
+2%
+$4.33K
$280K0.02% 800
-146
-15%
-$51.2K
$252K0.02%
+2,837
New
+$252K
$240K0.02% 512
+4
+0.8%
+$1.88K
$229K0.02%
+863
New
+$229K
$204K0.01% 1,221
-626
-34%
-$105K
-5,951
Closed
-$206K
-618
Closed
-$240K
-365
Closed
-$282K
-243
Closed
-$217K
-497
Closed
-$251K