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
$753M
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$984K
3
+$150K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$37.9K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$13.1K

Top Sells

1
+$4.45M
2
+$4.34M
3
+$1.63M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.45M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$565K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$220M 29.26%
1,040,445
-20,997
2
$199M 26.47%
10,664,294
+52,632
3
$87.5M 11.61%
5,450,128
-35,176
4
$87M 11.55%
1,892,730
-94,435
5
$78.1M 10.37%
3,436,446
+47,964
6
$29.1M 3.86%
1,306,344
-65,016
7
$25.7M 3.41%
279,556
+143
8
$15M 1.99%
76,358
-8,307
9
$5.16M 0.68%
26,483
10
$3.28M 0.44%
8,784
+400
11
$2.1M 0.28%
138,834
-1,950
12
$393K 0.05%
25,896
+2,496
13
$307K 0.04%
1,274