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
$963M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$103M
3
+$12.4M
4
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$4.73M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.86M

Top Sells

1
+$78.9M
2
+$3.04M
3
+$2.21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.81M
5
VUG icon
Vanguard Growth ETF
VUG
+$811K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$313M 32.5%
18,081,276
+8,059,508
2
$183M 19.01%
3,649,362
+2,060,060
3
$165M 17.12%
835,282
-9,187
4
$86.8M 9.01%
4,300,149
+91,953
5
$69.6M 7.23%
1,587,250
-2,305
6
$52.1M 5.41%
1,149,045
+104,312
7
$31.9M 3.31%
365,562
+16,645
8
$21.2M 2.21%
1,124,256
-8,160
9
$17.1M 1.77%
372,362
+271,126
10
$10.1M 1.05%
61,242
-664
11
$4.85M 0.5%
27,015
-106
12
$3.52M 0.37%
9,868
+67
13
$2.35M 0.24%
166,161
-156,756
14
$649K 0.07%
46,377
+9,852
15
$602K 0.06%
43,120
-5,652,056
16
$458K 0.05%
1,276
+1
17
$393K 0.04%
1,870
+28
18
$320K 0.03%
14,146
-134,316
19
$205K 0.02%
+1,509
20
– –
-3,638