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
251
$12.7K 0.01%
99
252
$12.4K 0.01%
86
-104
253
$12.4K 0.01%
93
254
$12.3K 0.01%
300
255
$12.1K 0.01%
177
-764
256
$11.8K 0.01%
43
-109
257
$11.6K 0.01%
322
+7
258
$11.6K 0.01%
168
+162
259
$11.5K 0.01%
50
260
$11.5K 0.01%
256
-123
261
$11.5K 0.01%
33
+7
262
$11.5K 0.01%
225
+5
263
$11.4K 0.01%
176
264
$11.4K 0.01%
27
+26
265
$11.3K 0.01%
140
266
$11.2K 0.01%
77
267
$11.1K 0.01%
108
-75
268
$11.1K 0.01%
+166
269
$11K 0.01%
178
+27
270
$11K 0.01%
436
+93
271
$11K 0.01%
190
272
$11K 0.01%
178
+20
273
$10.8K 0.01%
200
274
$10.8K 0.01%
117
-7
275
$10.8K 0.01%
92
+42
9 10
11
12 13