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
251
$19.5K 0.01%
59
252
$19K 0.01%
+745
253
$18.8K 0.01%
129
+63
254
$18.8K 0.01%
449
+257
255
$18.7K 0.01%
80
-8
256
$18.4K 0.01%
98
+61
257
$18.4K 0.01%
48
258
$17.6K 0.01%
271
259
$17.6K 0.01%
355
260
$17.5K 0.01%
460
261
$17K 0.01%
319
+2
262
$16.8K 0.01%
4,275
263
$16.5K 0.01%
276
+260
264
$16.5K 0.01%
323
+222
265
$15.8K 0.01%
+1,084
266
$15.5K 0.01%
83
267
$15.3K 0.01%
1,000
268
$15.3K 0.01%
627
269
$15.2K 0.01%
30
270
$15.2K 0.01%
183
271
$14.8K 0.01%
179
+115
272
$14.8K 0.01%
+190
273
$14.8K 0.01%
320
-23
274
$14.7K 0.01%
50
275
$14.6K 0.01%
124
9 10
11
12 13