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
$398M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.21M
3
+$77.3K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$28.5K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$19.8K

Top Sells

1
+$1.21M
2
+$160K
3
+$130K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$128K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$127K

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$236M 59.35%
1,801,132
+9,232
2
$82.1M 20.61%
2,397,580
-35,280
3
$45.5M 11.42%
2,883,912
+90,897
4
$25.5M 6.41%
185,584
+144
5
$3.18M 0.8%
26,183
6
$2.16M 0.54%
9,182
+2
7
$1.85M 0.46%
196,914
+8,238
8
$833K 0.21%
52,916
+1,808
9
$602K 0.15%
8,691
+21
10
$205K 0.05%
21,546
-4,314
11
– –
-16
12
– –
-166
13
– –
-63
14
– –
-817
15
– –
-330
16
– –
-155
17
– –
-645
18
– –
-4
19
– –
-258
20
– –
-3,482
21
– –
-96
22
– –
-81
23
– –
-50
24
– –
-88
25
– –
-194
1
2 3 4