LWMT
Legacy Wealth Management (Tennessee) Portfolio holdings
AUM
$1.61B
This Quarter Return
+13.6%
1 Year Return
+9.66%
3 Year Return
+40.12%
5 Year Return
+75.54%
10 Year Return
+139.94%
AUM
$514M
AUM Growth
+$514M
(+13%)
Cap. Flow
+$1.03M
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
99.91%
Holding
18
New
–
Increased
5
Reduced
6
Closed
7
Top Buys
| 1 |
Schwab 1000 Index ETF
SCHK
|
$38.6M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$18.7M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$4.33M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.31M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$75.9K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$16.7M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$12.5M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.44M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$7.18M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$6.61M |
Sector Composition
| 1 | Real Estate | 0% |
