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
$414M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.11M
3 +$1.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$140K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$87.5K

Top Sells

1 +$1.69K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$246M 59.55%
1,821,214
+20,082
2
$84.5M 20.42%
2,428,720
+31,140
3
$47.4M 11.46%
2,953,185
+69,273
4
$26.3M 6.35%
186,575
+991
5
$3.26M 0.79%
26,183
6
$2.22M 0.54%
9,175
-7
7
$1.9M 0.46%
197,784
+870
8
$882K 0.21%
55,216
+2,300
9
$697K 0.17%
9,938
+1,247
10
$218K 0.05%
22,386
+840