LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 239.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+239.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.71M
3
+$2.18M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.06M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.51M

Top Sells

1
+$9.68M
2
+$3.29M
3
+$3.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.92M
5
ECC
Eagle Point Credit Co
ECC
+$2.31M

Sector Composition

1 Financials 28.28%
2 Industrials 8.58%
3 Technology 4.34%
4 Energy 0.87%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13.8K 0.01%
135
-52
277
$13.2K 0.01%
26
278
$13K 0.01%
28
-2
279
$12.9K 0.01%
186
+18
280
$12.8K 0.01%
523
-299
281
$12.5K 0.01%
+158
282
$12.5K 0.01%
93
-80
283
$12.4K 0.01%
166
284
$12.3K 0.01%
100
285
$12.3K 0.01%
16
286
$12.2K 0.01%
43
287
$12.1K 0.01%
566
288
$11.9K 0.01%
37
+17
289
$11.9K 0.01%
50
290
$11.7K 0.01%
458
-169
291
$11.5K 0.01%
200
292
$11.4K 0.01%
86
293
$11.3K 0.01%
505
+492
294
$11.2K 0.01%
77
295
$11.1K 0.01%
36
+4
296
$11K 0.01%
101
-18
297
$10.9K 0.01%
39
+34
298
$10.8K 0.01%
75
299
$10.8K 0.01%
120
300
$10.8K 0.01%
58
10 11
12
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