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
$797M
AUM Growth
-$441K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$2.92M
3
+$2.54M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$442K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$285K

Top Sells

1
+$4.62M
2
+$1.34M
3
+$319K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$279K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$197K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$218M 27.39%
903,188
-19,113
2
$204M 25.61%
9,580,158
+119,358
3
$101M 12.67%
5,454,096
-15,056
4
$96.2M 12.08%
3,766,113
+219,900
5
$87.5M 10.98%
1,662,650
-25,495
6
$32.3M 4.05%
295,800
+26,739
7
$28M 3.52%
1,120,748
-7,888
8
$13.7M 1.72%
62,606
-1,457
9
$5.88M 0.74%
26,483
10
$3.89M 0.49%
9,069
+333
11
$3.63M 0.46%
209,508
+25,464
12
$580K 0.07%
1,346
+105
13
$580K 0.07%
33,492
+4,536
14
$389K 0.05%
1,420
15
$323K 0.04%
1,114
+4
16
$289K 0.04%
10,658
+2,886
17
$285K 0.04%
+2,581