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
$244M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$1.55M
3 +$1.65K

Top Sells

1 +$744K
2 +$76.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$177M 72.64%
1,527,827
-6,413
2
$26.2M 10.73%
873,145
+91,845
3
$24.6M 10.08%
196,962
-612
4
$10.1M 4.15%
712,014
+109,230
5
$2.8M 1.15%
26,183
6
$1.78M 0.73%
8,673
+8
7
$1.3M 0.53%
158,070