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
$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 Technology 4.74%
4 Financials 3.07%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
276
Marvell Technology
MRVL
$72.5B
$14.5K 0.01%
236
ANET icon
277
Arista Networks
ANET
$193B
$14.5K 0.01%
187
CSX icon
278
CSX Corp
CSX
$67.3B
$14K 0.01%
477
XME icon
279
SPDR S&P Metals & Mining ETF
XME
$2.86B
$14K 0.01%
250
LEN icon
280
Lennar Class A
LEN
$32.5B
$13.9K 0.01%
121
-122
GDX icon
281
VanEck Gold Miners ETF
GDX
$21.1B
$13.8K 0.01%
300
RING icon
282
iShares MSCI Global Gold Miners ETF
RING
$2.23B
$13.6K 0.01%
+355
AXP icon
283
American Express
AXP
$246B
$13.5K 0.01%
50
LMT icon
284
Lockheed Martin
LMT
$112B
$13.4K 0.01%
30
-50
RTX icon
285
RTX Corp
RTX
$240B
$13.1K 0.01%
99
HDEF icon
286
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.13B
$13K 0.01%
+479
PANW icon
287
Palo Alto Networks
PANW
$147B
$13K 0.01%
76
PEP icon
288
PepsiCo
PEP
$207B
$12.9K 0.01%
86
GDXJ icon
289
VanEck Junior Gold Miners ETF
GDXJ
$7.93B
$12.9K 0.01%
225
SIL icon
290
Global X Silver Miners ETF NEW
SIL
$3.33B
$12.7K 0.01%
322
NEOVW icon
291
NeoVolta Inc Warrant
NEOVW
$1.42M
$12.5K 0.01%
14,596
BMY icon
292
Bristol-Myers Squibb
BMY
$89.2B
$12.5K 0.01%
205
+175
EQX icon
293
Equinox Gold
EQX
$8.62B
$12.4K 0.01%
+1,800
LGOV icon
294
First Trust Long Duration Opportunities ETF
LGOV
$671M
$12.2K 0.01%
+566
ABBV icon
295
AbbVie
ABBV
$403B
$12.2K 0.01%
58
+50
NEE icon
296
NextEra Energy
NEE
$174B
$11.9K 0.01%
168
-9
O icon
297
Realty Income
O
$54.8B
$11.6K 0.01%
200
VWO icon
298
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$11.6K 0.01%
256
CMCSA icon
299
Comcast
CMCSA
$108B
$11.6K 0.01%
313
+266
LKQ icon
300
LKQ Corp
LKQ
$7.92B
$11.5K 0.01%
+271
10 11
12
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