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
251
$15.9K 0.01%
+532
252
$15.6K 0.01%
+50
253
$15.3K 0.01%
+30
254
$15.1K 0.01%
+29
255
$14.9K 0.01%
+228
256
$14.6K 0.01%
+336
257
$14.5K 0.01%
+110
258
$14.4K 0.01%
+64
259
$14.4K 0.01%
+50
260
$14.1K 0.01%
+392
261
$14.1K 0.01%
+481
262
$13.9K 0.01%
+177
263
$13.8K 0.01%
+319
264
$13.5K 0.01%
+100
265
$13.1K 0.01%
+77
266
$13.1K 0.01%
+60
267
$13K 0.01%
+706
268
$13K 0.01%
+93
269
$12.9K 0.01%
+255
270
$12.9K 0.01%
+73
271
$12.8K 0.01%
+211
272
$12.8K 0.01%
+480
273
$12.8K 0.01%
+130
274
$12.7K 0.01%
+112
275
$12.5K 0.01%
+450