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
$338M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$510K
3
+$415

Top Sells

1
+$2.36M
2
+$1.65M
3
+$403K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$296K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$21.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$219M 64.84%
1,876,937
-20,445
2
$60.1M 17.75%
2,010,120
-56,120
3
$28.3M 8.35%
2,018,169
-29,253
4
$23.2M 6.84%
201,427
-2,626
5
$2.81M 0.83%
26,183
6
$1.93M 0.57%
9,198
+2
7
$1.58M 0.47%
190,182
-2,640
8
$674K 0.2%
+49,924
9
$520K 0.15%
+8,940