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
$381M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$130K
3
+$128K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$127K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$102K

Top Sells

1
+$2.41M
2
+$1.2M
3
+$1.09M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$350K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$62.1K

Sector Composition

1 Utilities 0.02%
2 Real Estate 0.02%
3 Healthcare 0%
4 Communication Services 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.91K ﹤0.01%
+258
52
$6.65K ﹤0.01%
+300
53
$6.64K ﹤0.01%
+86
54
$6.11K ﹤0.01%
+123
55
$5.98K ﹤0.01%
+107
56
$5.97K ﹤0.01%
+91
57
$5.36K ﹤0.01%
+93
58
$5.25K ﹤0.01%
+50
59
$5.12K ﹤0.01%
+90
60
$5.02K ﹤0.01%
+48
61
$5.01K ﹤0.01%
+29
62
$4.33K ﹤0.01%
+68
63
$4.24K ﹤0.01%
+57
64
$3.97K ﹤0.01%
+63
65
$3.82K ﹤0.01%
+17
66
$3.67K ﹤0.01%
+78
67
$2.99K ﹤0.01%
+86
68
$2.78K ﹤0.01%
+35
69
$2.35K ﹤0.01%
+62
70
$2.26K ﹤0.01%
+68
71
$1.86K ﹤0.01%
+150
72
$1.86K ﹤0.01%
+14
73
$1.52K ﹤0.01%
+32
74
$1.16K ﹤0.01%
+34
75
$1.15K ﹤0.01%
+4
1 2
3
4