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
276
$10.8K 0.01%
70
+11
277
$10.7K 0.01%
+206
278
$10.7K 0.01%
36
-5
279
$10.6K 0.01%
127
-50
280
$10.5K 0.01%
113
+25
281
$10.5K 0.01%
200
282
$10.4K 0.01%
195
283
$10.4K 0.01%
101
284
$10.3K 0.01%
50
285
$10.2K 0.01%
175
286
$9.97K 0.01%
+16
287
$9.91K 0.01%
134
288
$9.8K 0.01%
200
289
$9.76K 0.01%
84
+12
290
$9.66K 0.01%
66
-150
291
$9.63K 0.01%
+2,438
292
$9.59K 0.01%
32
+1
293
$9.58K 0.01%
33
-51
294
$9.42K 0.01%
109
295
$9.31K 0.01%
106
296
$9.14K 0.01%
78
-76
297
$9.06K 0.01%
37
298
$9.03K 0.01%
44
+25
299
$9.03K 0.01%
700
300
$8.94K 0.01%
270
10 11
12
13 14