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
$169M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$95.6M
2 +$32.4M
3 +$18.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$18.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.17M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$95.6M 56.7%
+1,063,006
2
$32.4M 19.23%
+488,833
3
$18.6M 11%
+478,159
4
$18.4M 10.88%
+189,182
5
$2.17M 1.28%
+26,183
6
$1.51M 0.9%
+9,414