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
276
$14.5K 0.01%
236
277
$14.5K 0.01%
187
278
$14K 0.01%
477
279
$14K 0.01%
250
280
$13.9K 0.01%
121
-122
281
$13.8K 0.01%
300
282
$13.6K 0.01%
+355
283
$13.5K 0.01%
50
284
$13.4K 0.01%
30
-50
285
$13.1K 0.01%
99
286
$13K 0.01%
+479
287
$13K 0.01%
76
288
$12.9K 0.01%
86
289
$12.9K 0.01%
225
290
$12.7K 0.01%
322
291
$12.5K 0.01%
14,596
292
$12.5K 0.01%
205
+175
293
$12.4K 0.01%
+1,800
294
$12.2K 0.01%
+566
295
$12.2K 0.01%
58
+50
296
$11.9K 0.01%
168
-9
297
$11.6K 0.01%
200
298
$11.6K 0.01%
256
299
$11.6K 0.01%
313
+266
300
$11.5K 0.01%
+271
10 11
12
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