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
$612M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$245K

Top Sells

1
+$38.3M
2
+$32.3M
3
+$26.5M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$14.5M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$184M 30.06%
1,072,269
-51,087
2
$162M 26.46%
10,678,470
-2,526,064
3
$72.5M 11.85%
2,039,975
-907,615
4
$70.9M 11.58%
+5,588,896
5
$58.6M 9.57%
3,341,463
-1,509,399
6
$22.9M 3.75%
1,404,808
-888,036
7
$19.1M 3.12%
279,352
-152,555
8
$12.5M 2.05%
87,540
-11,971
9
$4.14M 0.68%
26,483
-700
10
$2.58M 0.42%
8,384
-348
11
$2.26M 0.37%
183,306
-5,160
12
$305K 0.05%
24,906
-3,414
13
$245K 0.04%
+1,274