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
$367M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.3M
3
+$350K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$215K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$211K

Top Sells

1
+$7.91M
2
+$879K
3
+$19K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$218M 59.48%
1,811,248
-65,689
2
$76.3M 20.8%
2,465,920
+455,800
3
$39.6M 10.79%
2,729,484
+711,315
4
$24.1M 6.58%
194,347
-7,080
5
$2.92M 0.79%
26,183
6
$1.99M 0.54%
9,201
+3
7
$1.64M 0.45%
190,188
+6
8
$745K 0.2%
51,768
+1,844
9
$536K 0.15%
8,634
-306
10
$350K 0.1%
+6,347
11
$215K 0.06%
+4,332
12
$211K 0.06%
+24,156