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
$241M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.05M
3
+$566K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$825

Top Sells

1
+$28.5M
2
+$16.9M
3
+$73.9K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$178M 73.86%
1,534,240
-145,964
2
$24.6M 10.21%
197,574
+4,699
3
$23.7M 9.87%
781,300
+36,010
4
$8.67M 3.6%
602,784
+74,958
5
$2.81M 1.17%
26,183
6
$1.79M 0.74%
8,665
+4
7
$1.31M 0.54%
158,070
-8,970
8
– –
-535,746