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
$551M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$18.9M
3
+$17.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$7.82M

Top Sells

1
+$14.2M
2
+$2.17M
3
+$1.51M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$375K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$269K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$166M 30.06%
13,204,534
+1,510,234
2
$159M 28.88%
1,123,356
-15,326
3
$84.8M 15.4%
2,947,590
+623,270
4
$68.2M 12.38%
4,850,862
+556,134
5
$29.5M 5.36%
2,292,844
+2,178,408
6
$24.2M 4.4%
431,907
-252,772
7
$11.4M 2.07%
99,511
-13,217
8
$3.5M 0.64%
27,183
-860
9
$2.25M 0.41%
8,732
10
$1.92M 0.35%
188,466
-36,690
11
$285K 0.05%
28,320
-19,608
12
– –
-832
13
– –
-1,274