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
$659M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.58M
3
+$644K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$592K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$269K

Top Sells

1
+$4.26M
2
+$448K
3
+$105K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$93.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$203M 30.82%
1,138,682
-23,861
2
$185M 28%
11,694,300
+137,618
3
$95.7M 14.51%
2,324,320
+14,370
4
$86.1M 13.06%
4,294,728
+78,894
5
$57.4M 8.71%
684,679
+7,682
6
$18.7M 2.83%
112,728
-2,707
7
$4.59M 0.7%
28,043
+860
8
$2.88M 0.44%
225,156
-8,238
9
$2.81M 0.43%
8,732
10
$2.16M 0.33%
114,436
+2,720
11
$614K 0.09%
47,928
+2,280
12
$269K 0.04%
+832
13
$224K 0.03%
1,274
-532