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
76
$1.1K ﹤0.01%
+60
77
$750 ﹤0.01%
+3
78
$688 ﹤0.01%
+19
79
$468 ﹤0.01%
+16
80
– –
-6,347
1 2 3
4