LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.74B
1-Year Est. Return 11.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M

Top Sells

1
+$410K
2
+$406K
3
+$29.6K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$23.6K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.7M 56.58%
1,058,615
-4,391
2
$32M 18.16%
482,825
-6,008
3
$20.5M 11.64%
511,112
+32,953
4
$20.1M 11.43%
188,896
-286
5
$2.29M 1.3%
26,183
6
$1.56M 0.88%
9,273
-141