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
$818M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$48.5M
3
+$7.48M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.86M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.48M

Top Sells

1
+$24.2M
2
+$1.87M
3
+$410K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$164K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$82.6K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$183M 22.34%
10,021,768
+410,062
2
$175M 21.45%
844,469
-9,020
3
$88M 10.76%
4,208,196
+166,626
4
$82.6M 10.1%
5,695,176
+210,632
5
$79.6M 9.73%
+1,589,302
6
$71.9M 8.79%
1,589,555
-9,060
7
$48.5M 5.93%
+1,044,733
8
$32.2M 3.94%
348,917
+13,943
9
$22.1M 2.7%
1,132,416
+30,164
10
$10.5M 1.28%
61,906
-126
11
$5.12M 0.63%
27,121
+106
12
$4.86M 0.59%
+101,236
13
$4.81M 0.59%
322,917
+41,205
14
$3.7M 0.45%
9,801
-434
15
$3.55M 0.43%
148,462
-1,010,644
16
$811K 0.1%
3,638
+1,570
17
$538K 0.07%
36,525
+3,483
18
$483K 0.06%
1,275
-218
19
$403K 0.05%
1,842
+474