LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.61B
This Quarter Return
+4.31%
1 Year Return
+9.66%
3 Year Return
+40.12%
5 Year Return
+75.54%
10 Year Return
+139.94%
AUM
$176M
AUM Growth
+$176M
Cap. Flow
+$457K
Cap. Flow %
0.26%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
1
Reduced
4
Closed
–

Top Buys

1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$1.32M

Top Sells

1
IWB icon
iShares Russell 1000 ETF
IWB
$414K
2
HDV icon
iShares Core High Dividend ETF
HDV
$398K
3
IWM icon
iShares Russell 2000 ETF
IWM
$30.5K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
$23.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IWB icon
1
iShares Russell 1000 ETF
IWB
$43.2B
$99.7M 56.58%
1,058,615
-4,391
-0.4% -$414K
HDV icon
2
iShares Core High Dividend ETF
HDV
$11.7B
$32M 18.16%
482,825
-6,008
-1% -$398K
VWO icon
3
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$20.5M 11.64%
511,112
+32,953
+7% +$1.32M
IWM icon
4
iShares Russell 2000 ETF
IWM
$67B
$20.1M 11.43%
188,896
-286
-0.2% -$30.5K
VTI icon
5
Vanguard Total Stock Market ETF
VTI
$526B
$2.3M 1.3%
26,183
– –
SPY icon
6
SPDR S&P 500 ETF Trust
SPY
$658B
$1.56M 0.88%
9,273
-141
-1% -$23.7K