LWMI
Legacy Wealth Management (Idaho) Portfolio holdings
AUM
$189M
1-Year Return
285.34%
This Quarter Return
+0.15%
1 Year Return
+285.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$164M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.35%
Holding
698
New
697
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NeoVolta
NEOV
|
$17.8M |
| 2 |
ProShares Bitcoin Strategy ETF
BITO
|
$14.2M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$12.1M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$10.9M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $12.5K | 0.01% |
+41
| New | +$12.5K |
|
277
Micron Technology
MU
$143B
| $12.4K | 0.01% |
+124
| New | +$12.4K |
|
278
Tyson Foods
TSN
$19.9B
| $12.3K | 0.01% |
+195
| New | +$12.3K |
|
279
RTX Corp
RTX
$210B
| $12.3K | 0.01% |
+99
| New | +$12.3K |
|
280
Franklin Resources
BEN
$13B
| $12.2K | 0.01% |
+567
| New | +$12.2K |
|
281
Seagate
STX
$39.7B
| $12K | 0.01% |
+122
| New | +$12K |
|
282
Ezcorp Inc
EZPW
$1.02B
| $11.9K | 0.01% |
+1,000
| New | +$11.9K |
|
283
American Water Works
AWK
$27.9B
| $11.8K | 0.01% |
+89
| New | +$11.8K |
|
284
Kennametal
KMT
$1.66B
| $11.7K | 0.01% |
+400
| New | +$11.7K |
|
285
Novo Nordisk
NVO
$245B
| $11.7K | 0.01% |
+109
| New | +$11.7K |
|
286
Schwab US Dividend Equity ETF
SCHD
$71.6B
| $11.6K | 0.01% |
+1,197
| New | +$11.6K |
|
287
Ziff Davis
ZD
$1.55B
| $11.6K | 0.01% |
+200
| New | +$11.6K |
|
288
Becton Dickinson
BDX
$55B
| $11.6K | 0.01% |
+50
| New | +$11.6K |
|
289
Realty Income
O
$53.7B
| $11.4K | 0.01% |
+200
| New | +$11.4K |
|
290
ProShares S&P 500 ex-Health Care ETF
SPXV
$32.7M
| $11.4K | 0.01% |
+176
| New | +$11.4K |
|
291
Prologis
PLD
$105B
| $11.1K | 0.01% |
+95
| New | +$11.1K |
|
292
M/I Homes
MHO
$4.15B
| $11.1K | 0.01% |
+72
| New | +$11.1K |
|
293
CSG Systems International
CSGS
$1.87B
| $11.1K | 0.01% |
+200
| New | +$11.1K |
|
294
Taylor Morrison
TMHC
$7.1B
| $11K | 0.01% |
+158
| New | +$11K |
|
295
SPDR S&P Capital Markets ETF
KCE
$582M
| $11K | 0.01% |
+77
| New | +$11K |
|
296
Global X Silver Miners ETF NEW
SIL
$2.94B
| $10.9K | 0.01% |
+315
| New | +$10.9K |
|
297
Brookfield Asset Management
BAM
$94B
| $10.8K | 0.01% |
+190
| New | +$10.8K |
|
298
Travel + Leisure Co
TNL
$4.08B
| $10.7K | 0.01% |
+200
| New | +$10.7K |
|
299
Lazard
LAZ
$5.27B
| $10.7K | 0.01% |
+195
| New | +$10.7K |
|
300
VanEck Gold Miners ETF
GDX
$20.1B
| $10.7K | 0.01% |
+300
| New | +$10.7K |
|