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
$1.5B
AUM Growth
-$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.47M
3
+$845K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$716K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$705K

Top Sells

1
+$5.94M
2
+$3.36M
3
+$2.08M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$895K
5
LLY icon
Eli Lilly
LLY
+$282K

Sector Composition

1 Technology 0.12%
2 Communication Services 0.06%
3 Financials 0.03%
4 Consumer Discretionary 0.03%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$460K 0.03%
1,274
+14
27
$415K 0.03%
3,833
-1,202
28
$389K 0.03%
2,044
-317
29
$381K 0.03%
4,143
-667
30
$372K 0.02%
4,552
-66
31
$353K 0.02%
3,659
-202
32
$341K 0.02%
1,725
-14
33
$327K 0.02%
567
-252
34
$307K 0.02%
+12,110
35
$287K 0.02%
1,527
+23
36
$280K 0.02%
800
-146
37
$252K 0.02%
+2,837
38
$240K 0.02%
512
+4
39
$229K 0.02%
+863
40
$204K 0.01%
1,221
-626
41
– –
-5,951
42
– –
-618
43
– –
-365
44
– –
-243
45
– –
-497
1
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