LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.71B
1-Year Est. Return 12.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$3.77M
3
+$2.56M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.61M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$796K

Top Sells

1
+$9.25M
2
+$6.7M
3
+$786K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$753K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$742K

Sector Composition

1 Technology 0.09%
2 Communication Services 0.03%
3 Utilities 0.02%
4 Consumer Staples 0.01%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$380K 0.02%
4,143
27
$297K 0.02%
1,527
28
$296K 0.02%
1,874
-1,959
29
$285K 0.02%
516
+4
30
$213K 0.01%
+5,951
31
$208K 0.01%
+1,141
32
– –
-2,044
33
– –
-1,221
34
– –
-863
35
– –
-2,837
36
– –
-567
37
– –
-800
38
– –
-3,659
39
– –
-15,773
40
– –
-7,294
41
– –
-4,552
42
– –
-5,083
43
– –
-3,450
1
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