LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $201M
1-Year Est. Return 259.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+259.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Sells

1 +$3.67M
2 +$1.93M
3 +$1.83M
4
ECC
Eagle Point Credit Co
ECC
+$1.77M
5
VNOM icon
Viper Energy
VNOM
+$1.66M

Sector Composition

1 Financials 14.66%
2 Industrials 8.96%
3 Technology 5.25%
4 Energy 1.55%
5 Consumer Discretionary 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VZ icon
276
Verizon
VZ
$197B
$30.9K 0.01%
758
+32
IDA icon
277
Idacorp
IDA
$7.88B
$30.8K 0.01%
243
PRPL icon
278
Purple Innovation
PRPL
$49.8M
$30.1K 0.01%
43,620
CME icon
279
CME Group
CME
$108B
$29.5K 0.01%
108
+71
BUD icon
280
AB InBev
BUD
$155B
$29.2K 0.01%
456
+43
QCOM icon
281
Qualcomm
QCOM
$225B
$28.9K 0.01%
169
+29
LMT icon
282
Lockheed Martin
LMT
$120B
$28.1K 0.01%
58
-30
GDXJ icon
283
VanEck Junior Gold Miners ETF
GDXJ
$9.47B
$27.8K 0.01%
244
MET icon
284
MetLife
MET
$50.2B
$27.7K 0.01%
351
+103
CRM icon
285
Salesforce
CRM
$136B
$27.3K 0.01%
103
+29
OMC icon
286
Omnicom Group
OMC
$21.2B
$27K 0.01%
334
+176
ANET icon
287
Arista Networks
ANET
$177B
$26.9K 0.01%
205
+65
STX icon
288
Seagate
STX
$183B
$26.7K 0.01%
97
+22
AEP icon
289
American Electric Power
AEP
$69.6B
$26.6K 0.01%
231
+154
CSX icon
290
CSX Corp
CSX
$82.5B
$26.4K 0.01%
727
+250
RING icon
291
iShares MSCI Global Gold Miners ETF
RING
$3.12B
$26.1K 0.01%
355
IEUR icon
292
iShares Core MSCI Europe ETF
IEUR
$8.76B
$26.1K 0.01%
367
TCAF icon
293
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.08B
$25.9K 0.01%
677
JNK icon
294
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.36B
$25.7K 0.01%
+264
FOXA icon
295
Fox Class A
FOXA
$27.9B
$25.6K 0.01%
350
+344
EQX icon
296
Equinox Gold
EQX
$11.4B
$25.3K 0.01%
1,800
UAL icon
297
United Airlines
UAL
$31.1B
$24.9K 0.01%
+223
AMT icon
298
American Tower
AMT
$81B
$24.6K 0.01%
140
DSL
299
DoubleLine Income Solutions Fund
DSL
$1.26B
$24.4K 0.01%
2,162
GE icon
300
GE Aerospace
GE
$307B
$24.3K 0.01%
79
+48