LWMT

Legacy Wealth Management (Tennessee) Portfolio holdings

AUM $1.71B
1-Year Est. Return 12.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.97M
3
+$4.82M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.54M
5
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.77M

Top Sells

1
+$8.94M
2
+$8.74M
3
+$6.39M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.2M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.56M

Sector Composition

1 Technology 0.05%
2 Communication Services 0.03%
3 Consumer Staples 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$360M 21.18%
537,532
+7,487
2
$264M 15.55%
722,592
-6,258
3
$204M 12.03%
6,361,635
-288,693
4
$169M 9.93%
3,546,974
+232,040
5
$150M 8.85%
3,249,607
+151,905
6
$125M 7.34%
4,204,735
+22,803
7
$89.8M 5.29%
1,375,897
-12,915
8
$78.5M 4.62%
1,548,237
+69,920
9
$63.1M 3.72%
764,113
-9,225
10
$60.1M 3.54%
2,282,257
-61,369
11
$49.9M 2.94%
419,736
-75,952
12
$24.9M 1.46%
890,688
-239,115
13
$21.3M 1.26%
547,484
+46,048
14
$13.3M 0.78%
55,001
-1,018
15
$9.26M 0.55%
28,209
+1
16
$6.47M 0.38%
9,711
-280
17
$3.9M 0.23%
38,944
-670
18
$989K 0.06%
38,461
+674
19
$898K 0.05%
35,068
+875
20
$741K 0.04%
31,578
+1,732
21
$738K 0.04%
9,228
22
$597K 0.04%
1,274
23
$509K 0.03%
18,017
-308
24
$354K 0.02%
1,895
+21
25
$308K 0.02%
512
-4
1
2