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
$398M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.21M
3
+$77.3K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$28.5K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$19.8K

Top Sells

1
+$1.21M
2
+$160K
3
+$130K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$128K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$127K

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-472
77
– –
-667
78
– –
-17
79
– –
-155
1 2 3
4