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
$416M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$671K
3
+$283K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$82.2K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.53K

Top Sells

1
+$3.92M
2
+$485K
3
+$361K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$41.9K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$29.5K

Sector Composition

1 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$267M 64.29%
1,797,889
-26,358
2
$67M 16.11%
1,764,400
-12,785
3
$39.5M 9.51%
2,226,174
+37,770
4
$28.5M 6.85%
186,833
-275
5
$3.59M 0.86%
26,183
6
$3.09M 0.74%
+235,240
7
$2.57M 0.62%
9,630
-33
8
$2.06M 0.5%
193,692
-2,772
9
$1.05M 0.25%
60,336
+4,716
10
$806K 0.19%
10,493
+85
11
$283K 0.07%
+26,286
12
– –
-7,352