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
$1.7B
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.97M
3
+$4.82M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.54M
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.77M

Top Sells

1
+$8.94M
2
+$8.74M
3
+$6.39M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.2M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.56M

Sector Composition

1 Technology 0.05%
2 Communication Services 0.03%
3 Consumer Staples 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$306K 0.02%
1,504
-23
27
$272K 0.02%
525
-320
28
$248K 0.01%
975
-2,887
29
$230K 0.01%
5,951
30
– –
-4,143
31
– –
-1,141
1
2