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
-$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$246K
2 +$788

Top Sells

1 +$1.6M
2 +$430K
3 +$217K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$146M 70.77%
1,329,019
-14,596
2
$36M 17.44%
639,675
-7,644
3
$19.7M 9.56%
180,376
-1,987
4
$2.65M 1.28%
26,183
5
$1.7M 0.83%
8,641
+4
6
$246K 0.12%
+31,392