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
$555M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.78M
3
+$3.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.07M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$589K

Top Sells

1
+$2.2M
2
+$309K
3
+$21.1K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$13.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$191M 34.48%
1,174,909
-13,523
2
$163M 29.35%
11,276,162
+1,060,818
3
$65.6M 11.82%
1,687,210
+53,255
4
$56.3M 10.15%
2,957,721
+173,505
5
$48.6M 8.76%
620,789
+73,849
6
$18.1M 3.27%
116,669
-1,990
7
$4.08M 0.74%
27,183
8
$2.87M 0.52%
245,208
-1,800
9
$2.56M 0.46%
8,732
+226
10
$1.83M 0.33%
102,544
+32,988
11
$487K 0.09%
41,430
-1,116
12
$242K 0.04%
+1,540