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

Top Buys

1
+$930K
2
+$129K
3
+$127K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$124K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$101K

Top Sells

1
+$2.35M
2
+$1.14M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$350K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$60.6K

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
76
$1.1K ﹤0.01%
+60
77
$750 ﹤0.01%
+3
78
$688 ﹤0.01%
+19
79
$468 ﹤0.01%
+16
80
– –
-6,347
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