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
$152M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.39M
3
+$3.48M
4
STEX
Streamex Corp
STEX
+$3.27M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.84M

Top Sells

1
+$6.77M
2
+$6.05M
3
+$4.56M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$3.15M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.83M

Sector Composition

1 Energy 8%
2 Industrials 7.99%
3 Technology 4.82%
4 Financials 3.4%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.91K 0.01%
400
302
$8.9K 0.01%
100
303
$8.86K 0.01%
97
304
$8.84K 0.01%
274
305
$8.79K 0.01%
300
306
$8.62K 0.01%
171
-263
307
$8.59K 0.01%
+98
308
$8.58K 0.01%
89
-13,708
309
$8.53K 0.01%
13
+7
310
$8.49K 0.01%
151
311
$8.48K 0.01%
+39
312
$8.4K 0.01%
222
+22
313
$8.28K 0.01%
41
314
$8.23K 0.01%
97
315
$8.21K 0.01%
167
-137,770
316
$7.99K 0.01%
162
317
$7.99K 0.01%
4
318
$7.94K 0.01%
120
319
$7.85K 0.01%
305
-175
320
$7.83K 0.01%
20
+18
321
$7.82K 0.01%
60
322
$7.78K 0.01%
2,500
323
$7.71K ﹤0.01%
192
324
$7.71K ﹤0.01%
135
+20
325
$7.66K ﹤0.01%
120
-195
11 12
13
14 15