LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $221M
1-Year Est. Return 299.77%
This Quarter Est. Return
1 Year Est. Return
+299.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.07M
3
+$1.57M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.51M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Top Sells

1
+$3.08M
2
+$2.3M
3
+$2.06M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$1.85M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$1.66M

Sector Composition

1 Energy 9.57%
2 Industrials 6.31%
3 Financials 5.78%
4 Technology 4.74%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.1K 0.02%
367
+297
227
$22.1K 0.02%
+280
228
$22.1K 0.02%
139
229
$22K 0.02%
82
230
$21.9K 0.02%
354
231
$21.9K 0.02%
677
232
$21.8K 0.02%
28,652
-825
233
$21.7K 0.02%
+600
234
$21.7K 0.02%
273
235
$21.4K 0.02%
230
236
$21.4K 0.02%
709
+6
237
$21.3K 0.02%
107
238
$21K 0.01%
1,030
-346
239
$20.6K 0.01%
+48
240
$20.5K 0.01%
+568
241
$20.5K 0.01%
302
242
$20.4K 0.01%
101
243
$20.3K 0.01%
40
244
$20.3K 0.01%
252
245
$20.2K 0.01%
137
246
$20.2K 0.01%
392
247
$20.1K 0.01%
+563
248
$19.9K 0.01%
248
249
$19.7K 0.01%
300
250
$19.7K 0.01%
394
-21
8 9
10
11 12