LWMT
Legacy Wealth Management (Tennessee) Portfolio holdings
AUM
$1.61B
This Quarter Return
+1.35%
1 Year Return
+9.66%
3 Year Return
+40.12%
5 Year Return
+75.54%
10 Year Return
+139.94%
AUM
$169M
AUM Growth
–
Cap. Flow
+$169M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
6
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$95.6M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$32.4M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$18.6M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$18.4M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$2.17M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Russell 1000 ETF
IWB
$43.2B
| $95.6M | 56.7% |
+1,063,006
| New | +$95.6M |
|
|
2
iShares Core High Dividend ETF
HDV
$11.7B
| $32.4M | 19.23% |
+488,833
| New | +$32.4M |
|
|
3
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $18.6M | 11% |
+478,159
| New | +$18.6M |
|
|
4
iShares Russell 2000 ETF
IWM
$67B
| $18.4M | 10.88% |
+189,182
| New | +$18.4M |
|
|
5
Vanguard Total Stock Market ETF
VTI
$526B
| $2.17M | 1.28% |
+26,183
| New | +$2.17M |
|
6
SPDR S&P 500 ETF Trust
SPY
$658B
| $1.51M | 0.9% |
+9,414
| New | +$1.51M |
|