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
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.27%
2 Energy 6.21%
3 Financials 5.47%
4 Technology 2.53%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$10.6K 0.01%
+50
302
$10.6K 0.01%
+59
303
$10.4K 0.01%
+26
304
$10.3K 0.01%
+74
305
$10.3K 0.01%
+83
306
$10.3K 0.01%
+224
307
$10.2K 0.01%
+140
308
$10.1K 0.01%
+155
309
$10K 0.01%
+175
310
$9.96K 0.01%
+92
311
$9.95K 0.01%
+130
312
$9.93K 0.01%
+220
313
$9.83K 0.01%
+232
314
$9.82K 0.01%
+101
315
$9.65K 0.01%
+134
316
$9.52K 0.01%
+88
317
$9.5K 0.01%
+31
318
$9.42K 0.01%
+270
319
$9.4K 0.01%
+200
320
$9.38K 0.01%
+158
321
$9.3K 0.01%
+361
322
$9.2K 0.01%
+106
323
$9.14K 0.01%
+183
324
$9.09K 0.01%
+300
325
$8.8K 0.01%
+97