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
$1.56B
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$6.44M
3
+$5.75M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.18M
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$2.36M

Top Sells

1
+$6.09M
2
+$3.03M
3
+$2.08M
4
T icon
AT&T
T
+$1.64M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 0.17%
2 Communication Services 0.08%
3 Consumer Discretionary 0.05%
4 Healthcare 0.03%
5 Utilities 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$302M 19.41%
513,576
+9,765
2
$251M 16.08%
777,699
-3,897
3
$197M 12.67%
6,970,674
-214,944
4
$147M 9.41%
3,181,469
+162,386
5
$138M 8.87%
3,080,887
+143,631
6
$116M 7.44%
4,180,010
+54,185
7
$84.8M 5.44%
1,360,573
-48,681
8
$72.8M 4.67%
1,444,695
+63,095
9
$56.2M 3.61%
487,995
+10,385
10
$52M 3.34%
2,241,615
-89,721
11
$51.7M 3.32%
781,962
+24,608
12
$27.9M 1.79%
1,079,434
-21,762
13
$19.4M 1.24%
501,378
+60,943
14
$13.1M 0.84%
59,095
-206
15
$8.01M 0.51%
27,650
+655
16
$5.84M 0.37%
9,965
17
$3.37M 0.22%
34,819
-3,694
18
$838K 0.05%
36,921
-366
19
$821K 0.05%
3,277
+30
20
$813K 0.05%
3,496
-138
21
$779K 0.05%
16,125
+3,358
22
$760K 0.05%
1,804
+109
23
$681K 0.04%
4,953
+492
24
$676K 0.04%
5,035
+377
25
$542K 0.03%
23,892
+2,364
1
2