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
$1.36B
AUM Growth
+$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$255M
2
+$8.17M
3
+$4.62M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.71M

Top Sells

1
+$250M
2
+$4.75M
3
+$4.35M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.08M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.46M

Sector Composition

1 Communication Services 0.13%
2 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$256M 18.87%
486,884
+485,503
2
$227M 16.75%
788,792
-8,529
3
$187M 13.76%
7,366,824
-9,861,096
4
$127M 9.38%
2,808,495
+101,951
5
$116M 8.57%
2,491,232
+175,127
6
$110M 8.09%
4,043,682
-160,170
7
$89.8M 6.62%
1,478,723
-78,242
8
$66.3M 4.89%
1,314,837
+52,813
9
$50.2M 3.7%
2,426,292
-148,668
10
$49.9M 3.68%
451,745
+15,483
11
$27.6M 2.03%
1,121,172
-12,044
12
$16.4M 1.21%
423,304
+7,899
13
$12.5M 0.92%
59,345
-724
14
$7.02M 0.52%
26,995
15
$5.32M 0.39%
10,169
+1,594
16
$3.7M 0.27%
37,738
17
$1.62M 0.12%
+92,170
18
$879K 0.06%
43,194
-4,524
19
$542K 0.04%
23,580
-2,298
20
$432K 0.03%
1,283
-161
21
$323K 0.02%
+1,885
22
$269K 0.02%
1,504
23
$238K 0.02%
536
-7
24
$209K 0.02%
3,087
-209
25
$198K 0.01%
+22,643