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

Top Buys

1
+$25.2M
2
+$14.6M
3
+$1.14M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$220K

Top Sells

1
+$361K
2
+$44.4K

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