LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 239.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+239.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.71M
3
+$2.18M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.06M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.51M

Top Sells

1
+$9.68M
2
+$3.29M
3
+$3.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.92M
5
ECC
Eagle Point Credit Co
ECC
+$2.31M

Sector Composition

1 Financials 28.28%
2 Industrials 8.58%
3 Technology 4.34%
4 Energy 0.87%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.6K 0.01%
482
227
$22.3K 0.01%
140
-107
228
$22.1K 0.01%
525
229
$21.7K 0.01%
+1,522
230
$21.3K 0.01%
78
-4
231
$21.1K 0.01%
746
+37
232
$21K 0.01%
37
-5
233
$20.9K 0.01%
28,652
234
$20.8K 0.01%
460
235
$20.6K 0.01%
172
-66
236
$20.5K 0.01%
415
+159
237
$20.4K 0.01%
+94
238
$20.4K 0.01%
137
239
$20.1K 0.01%
394
240
$20K 0.01%
39
-9
241
$19.9K 0.01%
248
242
$19.6K 0.01%
828
243
$19K 0.01%
384
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244
$18.7K 0.01%
4,275
245
$18.6K 0.01%
48
246
$18.4K 0.01%
316
-3
247
$17.8K 0.01%
250
-107
248
$17.8K 0.01%
355
249
$17.8K 0.01%
350
-1,845
250
$17.8K 0.01%
80
8 9
10
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