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
$1.12B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$13M
3
+$872K
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$781K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$680K

Top Sells

1
+$46.8M
2
+$2.1M
3
+$1.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$195K

Sector Composition

1 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$344M 30.71%
17,370,984
+655,232
2
$184M 16.41%
814,742
-8,550
3
$180M 16.08%
3,574,062
+13,507
4
$95.5M 8.54%
2,014,359
+1,295,770
5
$91M 8.14%
4,023,549
-8,601
6
$80.2M 7.17%
1,603,260
-42,025
7
$44.2M 3.95%
2,738,844
-42,900
8
$37.7M 3.37%
389,883
+9,021
9
$24.4M 2.18%
1,161,780
+7,112
10
$15.4M 1.38%
404,133
+20,454
11
$10.9M 0.97%
60,836
-205
12
$5.51M 0.49%
26,995
+280
13
$4.32M 0.39%
10,545
+434
14
$826K 0.07%
51,792
+3,723
15
$543K 0.05%
1,320
+193
16
$330K 0.03%
1,349
-220
17
$306K 0.03%
13,048
-6,322
18
$295K 0.03%
+1,291
19
$229K 0.02%
1,504
20
– –
-1,024,244