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
$1.54B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$17.2M
3
+$4.97M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.94M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.52M

Top Sells

1
+$2.97M
2
+$1.85M
3
+$1.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.39M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$374K

Sector Composition

1 Communication Services 0.16%
2 Technology 0.15%
3 Healthcare 0.06%
4 Consumer Discretionary 0.04%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$291M 18.83%
503,811
+8,624
2
$246M 15.92%
781,596
-5,423
3
$199M 12.87%
7,185,618
-107,578
4
$146M 9.44%
3,019,083
+355,683
5
$137M 8.9%
2,937,256
+62,805
6
$114M 7.4%
4,125,825
+90,882
7
$87.8M 5.69%
1,409,254
-29,619
8
$70.1M 4.54%
1,381,600
+37,113
9
$55.9M 3.62%
477,610
+13,010
10
$55M 3.56%
+757,354
11
$52.7M 3.42%
2,331,336
-61,674
12
$28.4M 1.84%
1,101,196
-14,516
13
$17.4M 1.12%
440,435
+17,106
14
$13.1M 0.85%
59,301
-21
15
$7.64M 0.5%
26,995
16
$5.72M 0.37%
9,965
17
$3.9M 0.25%
38,513
-1,870
18
$2.05M 0.13%
93,368
+4,010
19
$827K 0.05%
37,287
-147
20
$820K 0.05%
+3,634
21
$757K 0.05%
3,247
+2,246
22
$729K 0.05%
+1,695
23
$687K 0.04%
+4,461
24
$579K 0.04%
+12,767
25
$566K 0.04%
+4,658
1
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