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
$197M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$37.3K

Top Sells

1 +$3M
2 +$1.07M
3 +$354K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$22.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$108M 54.97%
1,048,262
-10,353
2
$33.9M 17.23%
482,505
-320
3
$21.4M 10.9%
185,829
-3,067
4
$18M 9.16%
438,275
-72,837
5
$11M 5.58%
+190,494
6
$2.51M 1.28%
26,183
7
$1.75M 0.89%
9,475
+202