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 Buys

1
+$17.8M
2
+$14.2M
3
+$12.1M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$10.9M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$10.6M

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
276
$12.5K 0.01%
+41
277
$12.4K 0.01%
+124
278
$12.3K 0.01%
+195
279
$12.3K 0.01%
+99
280
$12.2K 0.01%
+567
281
$12K 0.01%
+122
282
$11.8K 0.01%
+1,000
283
$11.8K 0.01%
+89
284
$11.7K 0.01%
+400
285
$11.7K 0.01%
+109
286
$11.6K 0.01%
+1,197
287
$11.6K 0.01%
+200
288
$11.6K 0.01%
+50
289
$11.4K 0.01%
+200
290
$11.4K 0.01%
+176
291
$11.1K 0.01%
+95
292
$11.1K 0.01%
+72
293
$11.1K 0.01%
+200
294
$11K 0.01%
+158
295
$11K 0.01%
+77
296
$10.9K 0.01%
+315
297
$10.8K 0.01%
+190
298
$10.7K 0.01%
+200
299
$10.7K 0.01%
+195
300
$10.7K 0.01%
+300
10 11
12
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