LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.61B
This Quarter Return
+7.87%
1 Year Return
+9.66%
3 Year Return
+40.12%
5 Year Return
+75.54%
10 Year Return
+139.94%
AUM
$197M
AUM Growth
+$197M
Cap. Flow
+$6.58M
Cap. Flow %
3.34%
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
1
Reduced
4
Closed
–

Top Buys

1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
$11M
2
SPY icon
SPDR S&P 500 ETF Trust
SPY
$37.3K

Top Sells

1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$3M
2
IWB icon
iShares Russell 1000 ETF
IWB
$1.07M
3
IWM icon
iShares Russell 2000 ETF
IWM
$354K
4
HDV icon
iShares Core High Dividend ETF
HDV
$22.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IWB icon
1
iShares Russell 1000 ETF
IWB
$43.2B
$108M 54.97%
1,048,262
-10,353
-1% -$1.07M
HDV icon
2
iShares Core High Dividend ETF
HDV
$11.7B
$33.9M 17.23%
482,505
-320
-0.1% -$22.5K
IWM icon
3
iShares Russell 2000 ETF
IWM
$67B
$21.4M 10.9%
185,829
-3,067
-2% -$354K
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$18M 9.16%
438,275
-72,837
-14% -$3M
IXUS icon
5
iShares Core MSCI Total International Stock ETF
IXUS
$47.8B
$11M 5.58%
+190,494
New +$11M
VTI icon
6
Vanguard Total Stock Market ETF
VTI
$526B
$2.51M 1.28%
26,183
– –
SPY icon
7
SPDR S&P 500 ETF Trust
SPY
$658B
$1.75M 0.89%
9,475
+202
+2% +$37.3K