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
$455M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$12.5M
3
+$8.44M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$5.89M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$4.8M

Top Sells

1
+$12.5M
2
+$8.73M
3
+$957K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$644K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$625K

Sector Composition

1 Real Estate 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$171M 37.65%
1,234,048
-90,088
2
$91.2M 20.06%
7,438,208
+391,848
3
$52.2M 11.49%
1,573,095
-19,395
4
$40.7M 8.96%
2,549,487
+14,079
5
$21.1M 4.64%
304,180
-125,977
6
$17.2M 3.78%
1,726,740
+1,515,348
7
$16.4M 3.6%
122,179
-4,664
8
$12.5M 2.75%
+94,858
9
$8.44M 1.86%
+153,494
10
$6.24M 1.37%
624,912
+589,668
11
$5.04M 1.11%
39,493
+13,310
12
$3.79M 0.83%
+78,865
13
$2.35M 0.52%
+16,979
14
$2.16M 0.48%
8,644
-158
15
$1.92M 0.42%
+40,672
16
$989K 0.22%
65,212
-63,076
17
$944K 0.21%
+17,970
18
$277K 0.06%
2,890