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
$408M
AUM Growth
-$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$5.09M
3
+$3.97M
4
BND icon
Vanguard Total Bond Market
BND
+$1.16M
5
WTW icon
Willis Towers Watson
WTW
+$214K

Top Sells

1
+$52.5M
2
+$4.9M
3
+$3.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$214K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$28.3K

Sector Composition

1 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$211M 51.87%
1,440,101
-357,788
2
$62.2M 15.25%
1,658,020
-106,380
3
$50.9M 12.48%
3,913,108
+3,677,868
4
$43.2M 10.6%
2,451,444
+225,270
5
$23.5M 5.76%
154,580
-32,253
6
$6.13M 1.5%
354,976
+294,640
7
$3.55M 0.87%
26,183
8
$2.32M 0.57%
8,817
-813
9
$2.03M 0.5%
193,098
-594
10
$1.16M 0.28%
+14,470
11
$780K 0.19%
10,126
-367
12
$320K 0.08%
30,060
+3,774
13
$214K 0.05%
+1,406