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
$749M
AUM Growth
-$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.27M
3
+$415K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$235K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$52.5K

Top Sells

1
+$24.2M
2
+$20.5M
3
+$8.11M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.89M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.44M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$212M 28.35%
948,724
-91,721
2
$186M 24.83%
9,436,092
-1,228,202
3
$90.4M 12.07%
1,736,990
-155,740
4
$89.9M 12%
5,541,664
+91,536
5
$86.5M 11.55%
3,487,461
+51,015
6
$28.7M 3.83%
1,150,140
-156,204
7
$28.3M 3.78%
260,989
-18,567
8
$14.4M 1.93%
65,330
-11,028
9
$5.53M 0.74%
26,737
+254
10
$3.48M 0.46%
8,770
-14
11
$2.03M 0.27%
126,744
-12,090
12
$415K 0.06%
+1,043
13
$398K 0.05%
24,708
-1,188
14
$310K 0.04%
1,274
15
$235K 0.03%
+4,782