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
$206M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$32M
2 +$27.6M

Top Sells

1 +$33.9M
2 +$18M
3 +$435K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$157K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$142M 68.93%
1,353,321
+305,059
2
$38.6M 18.75%
667,372
+476,878
3
$21.2M 10.3%
182,092
-3,737
4
$2.55M 1.24%
26,183
5
$1.61M 0.78%
8,633
-842
6
-438,275
7
-482,505