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
$654M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$4.28K

Top Sells

1
+$2.03M
2
+$1.96M
3
+$1.49M
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$1.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$571K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$199M 30.35%
1,061,442
-10,827
2
$175M 26.74%
10,611,662
-66,808
3
$79M 12.07%
5,485,304
-103,592
4
$73.6M 11.25%
1,987,165
-52,810
5
$62.7M 9.58%
3,388,482
+47,019
6
$23.4M 3.58%
1,371,360
-33,448
7
$19.6M 3%
279,413
+61
8
$12.7M 1.94%
84,665
-2,875
9
$4.51M 0.69%
26,483
10
$2.81M 0.43%
8,384
11
$1.89M 0.29%
140,784
-42,522
12
$311K 0.05%
23,400
-1,506
13
$276K 0.04%
1,274