LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $189M
1-Year Est. Return 285.34%
This Quarter Est. Return
1 Year Est. Return
+285.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.27%
2 Energy 6.21%
3 Financials 5.47%
4 Technology 2.53%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19.3K 0.01%
+467
227
$19.2K 0.01%
+566
228
$19.1K 0.01%
+23
229
$19K 0.01%
+102
230
$19K 0.01%
+355
231
$19K 0.01%
+154
232
$19K 0.01%
+1,376
233
$18.9K 0.01%
+194
234
$18.5K 0.01%
+254
235
$18.2K 0.01%
+321
236
$17.9K 0.01%
+183
237
$17.8K 0.01%
+792
238
$17.5K 0.01%
+210
239
$17.4K 0.01%
+477
240
$17.2K 0.01%
+379
241
$17.1K 0.01%
+93
242
$16.6K 0.01%
+183
243
$16.6K 0.01%
+166
244
$16.5K 0.01%
+1,000
245
$16.5K 0.01%
+271
246
$16.5K 0.01%
+250
247
$16.3K 0.01%
+205
248
$16.3K 0.01%
+335
249
$16.2K 0.01%
+124
250
$16K 0.01%
+185