LWMT
Legacy Wealth Management (Tennessee) Portfolio holdings
AUM
$1.61B
This Quarter Return
+4.43%
1 Year Return
+9.66%
3 Year Return
+40.12%
5 Year Return
+75.54%
10 Year Return
+139.94%
AUM
$213M
AUM Growth
+$213M
(+3.3%)
Cap. Flow
-$2.23M
Cap. Flow
% of AUM
-1.05%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
2
Reduced
2
Closed
–
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$32.2K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$783 |
Top Sells
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$1.2M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$1.07M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Russell 1000 ETF
IWB
$43.2B
| $148M | 69.6% | 1,343,615 -9,706 | -0.7% | -$1.07M |
|
|
2
iShares Core MSCI Total International Stock ETF
IXUS
$47.8B
| $38.6M | 18.16% | 647,319 -20,053 | -3% | -$1.2M |
|
|
3
iShares Russell 2000 ETF
IWM
$67B
| $21.7M | 10.19% | 182,363 +271 | +0.1% | +$32.2K |
|
4
Vanguard Total Stock Market ETF
VTI
$526B
| $2.67M | 1.25% | 26,183 | – | – |
|
|
5
SPDR S&P 500 ETF Trust
SPY
$658B
| $1.69M | 0.8% | 8,637 +4 | +0% | +$783 |
|