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
$333M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$5.51M
3
+$289K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$142K

Top Sells

1
+$13.4M
2
+$11.9M
3
+$6.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.33M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.25M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$216M 65.09%
1,897,382
+48,294
2
$59.6M 17.92%
2,066,240
+248,305
3
$27.7M 8.33%
2,047,422
-469,689
4
$22.6M 6.79%
204,053
+2,613
5
$2.75M 0.83%
26,183
6
$1.89M 0.57%
9,196
-21,044
7
$1.57M 0.47%
192,822
+17,388
8
– –
-83,256
9
– –
-302,645
10
– –
-59,798
11
– –
-228,397