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
$152M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.39M
3
+$3.48M
4
STEX
Streamex Corp
STEX
+$3.27M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.84M

Top Sells

1
+$6.77M
2
+$6.05M
3
+$4.56M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$3.15M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.83M

Sector Composition

1 Energy 8%
2 Industrials 7.99%
3 Technology 4.82%
4 Financials 3.4%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.1K 0.01%
183
227
$17.1K 0.01%
124
228
$16.9K 0.01%
83
-148
229
$16.9K 0.01%
523
230
$16.8K 0.01%
93
231
$16.3K 0.01%
28
+13
232
$16.3K 0.01%
302
-198
233
$16.3K 0.01%
100
234
$16.2K 0.01%
+627
235
$16.2K 0.01%
317
-2
236
$16K 0.01%
+343
237
$15.8K 0.01%
50
238
$15.7K 0.01%
271
239
$15.6K 0.01%
30
240
$15.6K 0.01%
1,000
241
$15.5K 0.01%
477
242
$15.5K 0.01%
50
243
$15.3K 0.01%
460
+10
244
$15.1K 0.01%
250
245
$14.7K 0.01%
+76
246
$14.5K 0.01%
110
247
$14.2K 0.01%
391
-2,609
248
$14K 0.01%
337
-1,246
249
$12.9K 0.01%
200
250
$12.8K 0.01%
18
+16
8 9
10
11 12