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
$356M
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$13.8M
3
+$12.6M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$10.2M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.32M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$210M 58.78%
1,849,088
+324,436
2
$50.7M 14.21%
1,817,935
+78,245
3
$33.6M 9.43%
2,517,111
+750,420
4
$22.7M 6.36%
201,440
+2,622
5
$13.4M 3.76%
+228,397
6
$11.9M 3.34%
+302,645
7
$6.17M 1.73%
30,240
+15,963
8
$3.25M 0.91%
+59,798
9
$2.73M 0.77%
26,183
10
$1.42M 0.4%
175,434
+22,848
11
$1.08M 0.3%
+83,256