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
$611M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$23.7M
3
+$4.38M
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$4.09M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$160K

Top Sells

1
+$2.03M
2
+$187K
3
+$140K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$191M 31.31%
1,162,543
-12,366
2
$168M 27.58%
11,556,682
+280,520
3
$89.3M 14.61%
2,309,950
+622,740
4
$79.5M 13.01%
4,215,834
+1,258,113
5
$52.7M 8.63%
676,997
+56,208
6
$17.5M 2.86%
115,435
-1,234
7
$4.11M 0.67%
27,183
8
$2.76M 0.45%
233,394
-11,814
9
$2.59M 0.42%
8,732
10
$1.95M 0.32%
111,716
+9,172
11
$540K 0.09%
45,648
+4,218
12
$288K 0.05%
1,806
+266