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
$426M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$1.22M
3
+$1.05M
4
MAA icon
Mid-America Apartment Communities
MAA
+$291K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$36.4K

Top Sells

1
+$10.3M
2
+$1.16M
3
+$957K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$912K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$52K

Sector Composition

1 Real Estate 0.07%
2 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$209M 48.99%
1,372,159
-67,942
2
$65.7M 15.43%
4,905,184
+992,076
3
$63.7M 14.96%
1,634,605
-23,415
4
$46.1M 10.82%
2,518,089
+66,645
5
$24.4M 5.72%
148,734
-5,846
6
$7.57M 1.78%
411,820
+56,844
7
$3.68M 0.86%
26,183
8
$2.39M 0.56%
8,817
9
$2.09M 0.49%
193,098
10
$793K 0.19%
9,503
-623
11
$367K 0.09%
33,366
+3,306
12
$291K 0.07%
+2,890
13
$213K 0.05%
1,406
14
– –
-14,470