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
$499M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$30.6M
3
+$334K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$212K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$22K

Top Sells

1
+$7.77M
2
+$5.4M
3
+$3.69M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M
5
WTW icon
Willis Towers Watson
WTW
+$213K

Sector Composition

1 Real Estate 0.06%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$214M 42.92%
1,324,136
-48,023
2
$101M 20.21%
7,046,360
+2,141,176
3
$64.1M 12.85%
1,592,490
-42,115
4
$48.9M 9.8%
2,535,408
+17,319
5
$37.5M 7.52%
430,157
+420,654
6
$21.4M 4.29%
126,843
-21,891
7
$3.92M 0.79%
26,183
8
$2.56M 0.51%
8,802
-15
9
$2.45M 0.49%
211,392
+18,294
10
$2.44M 0.49%
128,288
-283,532
11
$413K 0.08%
35,244
+1,878
12
$290K 0.06%
2,890
13
– –
-1,406