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
$262M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$23.7M
2 +$13.7M
3 +$1.07M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$203K

Top Sells

1 +$340K
2 +$41.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$163M 62.33%
1,524,652
-3,175
2
$47.5M 18.15%
1,739,690
+866,545
3
$22.9M 8.75%
1,766,691
+1,054,677
4
$21.7M 8.29%
198,818
+1,856
5
$2.74M 1.04%
14,277
+5,604
6
$2.58M 0.99%
26,183
7
$1.16M 0.44%
152,586
-5,484