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
$393M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$361K
3
+$123K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$34.9K

Top Sells

1
+$23.3M
2
+$12.8M
3
+$218K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$13.2K

Sector Composition

1 Utilities 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$255M 64.95%
1,824,247
+3,033
2
$63.6M 16.18%
1,777,185
-651,535
3
$36.6M 9.3%
2,188,404
-764,781
4
$27.7M 7.06%
187,108
+533
5
$3.39M 0.86%
26,183
6
$2.43M 0.62%
9,663
+488
7
$1.97M 0.5%
196,464
-1,320
8
$937K 0.24%
55,620
+404
9
$773K 0.2%
10,408
+470
10
$361K 0.09%
+7,352
11
– –
-22,386