LWMT
Legacy Wealth Management (Tennessee) Portfolio holdings
AUM
$1.61B
This Quarter Return
-0.04%
1 Year Return
+9.66%
3 Year Return
+40.12%
5 Year Return
+75.54%
10 Year Return
+139.94%
AUM
$244M
AUM Growth
+$244M
(+1.4%)
Cap. Flow
+$3.49M
Cap. Flow
% of AUM
1.43%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
3
Reduced
2
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.75M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$1.55M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.65K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$744K |
| 2 |
iShares Russell 2000 ETF
IWM
|
$76.4K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Russell 1000 ETF
IWB
$43.2B
| $177M | 72.64% |
1,527,827
-6,413
| -0.4% | -$744K |
|
|
2
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $26.2M | 10.73% |
174,629
+18,369
| +12% | +$2.75M |
|
|
3
iShares Russell 2000 ETF
IWM
$67B
| $24.6M | 10.08% |
196,962
-612
| -0.3% | -$76.4K |
|
|
4
Schwab US Mid-Cap ETF
SCHM
$12.1B
| $10.1M | 4.15% |
237,338
+36,410
| +18% | +$1.55M |
|
5
Vanguard Total Stock Market ETF
VTI
$526B
| $2.8M | 1.15% |
26,183
| – | – |
|
|
6
SPDR S&P 500 ETF Trust
SPY
$658B
| $1.79M | 0.73% |
8,673
+8
| +0.1% | +$1.65K |
|
7
Schwab US Large- Cap ETF
SCHX
$59B
| $1.3M | 0.53% |
26,345
| – | – |
|