LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.74B
1-Year Est. Return 11.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.53%
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
+$30.8K
2
+$761

Top Sells

1
+$1.18M
2
+$1.03M

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