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
$1.14B
AUM Growth
-$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$5M
3
+$630K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$592K
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$173K

Top Sells

1
+$119M
2
+$2.03M
3
+$1.61M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.06M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$727K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$356M 31.09%
17,226,250
-98,098
2
$189M 16.49%
803,398
-6,869
3
$121M 10.56%
+2,772,731
4
$100M 8.78%
2,248,626
+111,920
5
$92.8M 8.11%
4,113,129
+26,259
6
$78M 6.81%
1,563,205
-21,205
7
$61.8M 5.4%
1,230,830
-2,369,928
8
$44.9M 3.92%
2,661,078
-43,086
9
$38.9M 3.4%
412,693
+6,676
10
$24.2M 2.11%
1,167,242
-12,524
11
$15M 1.31%
407,876
+4,710
12
$10.7M 0.93%
60,329
-310
13
$5.73M 0.5%
26,995
-270
14
$4.33M 0.38%
10,135
-410
15
$802K 0.07%
48,258
-2,220
16
$567K 0.05%
1,321
17
$359K 0.03%
1,349
18
$320K 0.03%
14,476
+1,644
19
$228K 0.02%
1,504
20
– –
-1,665