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
$1.05B
AUM Growth
+$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$15.9M
3
+$14.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.81M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.45M

Top Sells

1
+$25.2M
2
+$5.86M
3
+$5.7M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.45M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.52M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$309M 29.52%
16,715,752
-1,365,524
2
$178M 17.07%
3,560,555
-88,807
3
$173M 16.58%
823,292
-11,990
4
$88.2M 8.43%
4,032,150
-267,999
5
$79.6M 7.61%
1,645,285
+58,035
6
$46.8M 4.48%
1,024,244
-124,801
7
$41.9M 4%
2,781,744
+2,615,583
8
$36M 3.45%
380,862
+15,300
9
$33M 3.16%
718,589
+346,227
10
$23.4M 2.24%
1,154,668
+30,412
11
$14.4M 1.38%
+383,679
12
$10.6M 1.02%
61,041
-201
13
$5.11M 0.49%
26,715
-300
14
$3.87M 0.37%
10,111
+243
15
$718K 0.07%
48,069
+1,692
16
$442K 0.04%
19,370
+5,224
17
$433K 0.04%
1,127
-149
18
$336K 0.03%
1,569
-301
19
$228K 0.02%
1,504
-5
20
– –
-43,120