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
$1.18B
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$1.61M
3
+$1.5M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.34M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$394K

Top Sells

1
+$1.09M
2
+$998K
3
+$986K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$605K
5
FDX icon
FedEx
FDX
+$295K

Sector Composition

1 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$371M 31.37%
17,324,348
-46,636
2
$197M 16.72%
810,267
-4,475
3
$181M 15.28%
3,600,758
+26,696
4
$99.5M 8.42%
2,136,706
+122,347
5
$96.8M 8.19%
4,086,870
+63,321
6
$82.9M 7.01%
1,584,410
-18,850
7
$47.2M 4%
2,704,164
-34,680
8
$40.5M 3.42%
406,017
+16,134
9
$25.8M 2.19%
1,179,766
+17,986
10
$15.3M 1.3%
403,166
-967
11
$11.4M 0.96%
60,639
-197
12
$6.01M 0.51%
27,265
+270
13
$4.67M 0.4%
10,545
14
$870K 0.07%
50,478
-1,314
15
$589K 0.05%
1,321
+1
16
$371K 0.03%
1,349
17
$337K 0.03%
+1,665
18
$296K 0.03%
12,832
-216
19
$237K 0.02%
1,504
20
– –
-1,291