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
251
$17.7K 0.01%
40
252
$17.2K 0.01%
124
253
$16.8K 0.01%
250
254
$16.2K 0.01%
183
255
$16.2K 0.01%
337
+15
256
$16.2K 0.01%
83
257
$16.2K 0.01%
100
258
$16.2K 0.01%
79
+3
259
$16.1K 0.01%
101
-31
260
$15.9K 0.01%
50
261
$15.9K 0.01%
235
+10
262
$15.8K 0.01%
30
263
$15.6K 0.01%
107
+8
264
$15.6K 0.01%
300
265
$15.6K 0.01%
477
266
$15.5K 0.01%
355
267
$15.3K 0.01%
168
+97
268
$15.3K 0.01%
+601
269
$15.2K 0.01%
271
270
$15K 0.01%
320
271
$14.7K 0.01%
300
272
$14.2K 0.01%
334
+200
273
$14.1K 0.01%
50
274
$14.1K 0.01%
114
-3
275
$14K 0.01%
142
-170
9 10
11
12 13