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
$1.26B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.18M
3
+$2.55M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.28M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.57M

Top Sells

1
+$3.05M
2
+$1.62M
3
+$1.59M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$804K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$741K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$397M 31.42%
17,227,920
+1,670
2
$209M 16.56%
797,321
-6,077
3
$125M 9.87%
2,706,544
-66,187
4
$109M 8.64%
2,316,105
+67,479
5
$106M 8.36%
4,203,852
+90,723
6
$86.3M 6.83%
1,556,965
-6,240
7
$63.4M 5.02%
1,262,024
+31,194
8
$48.4M 3.83%
2,574,960
-86,118
9
$47.2M 3.74%
436,262
+23,569
10
$26.8M 2.12%
1,133,216
-34,026
11
$16.2M 1.28%
415,405
+7,529
12
$12.1M 0.95%
60,069
-260
13
$6.4M 0.51%
26,995
14
$4.08M 0.32%
8,575
-1,560
15
$3.75M 0.3%
+37,738
16
$885K 0.07%
47,718
-540
17
$659K 0.05%
1,381
+60
18
$603K 0.05%
25,878
+11,402
19
$438K 0.03%
1,444
+95
20
$249K 0.02%
1,504
21
$222K 0.02%
+543
22
$214K 0.02%
+3,296