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
$213M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$32.2K
2 +$783

Top Sells

1 +$1.2M
2 +$1.07M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$148M 69.6%
1,343,615
-9,706
2
$38.6M 18.16%
647,319
-20,053
3
$21.7M 10.19%
182,363
+271
4
$2.67M 1.25%
26,183
5
$1.69M 0.8%
8,637
+4