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
$279M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$40.3M
2 +$21.6M
3 +$7.16M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.5M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.11M

Top Sells

1 +$5.54M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$193M 69.06%
1,680,204
+351,185
2
$28.5M 10.23%
535,746
-103,929
3
$23.1M 8.27%
192,875
+12,499
4
$21.6M 7.74%
+745,290
5
$7.16M 2.57%
+527,826
6
$2.77M 1%
26,183
7
$1.78M 0.64%
8,661
+20
8
$1.37M 0.49%
167,040
+135,648