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
XLC icon
301
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
$11.5K 0.01%
119
+18
BDX icon
302
Becton Dickinson
BDX
$53.5B
$11.5K 0.01%
50
EWJ icon
303
iShares MSCI Japan ETF
EWJ
$16B
$11.4K 0.01%
+166
AGG icon
304
iShares Core US Aggregate Bond ETF
AGG
$133B
$11.4K 0.01%
+115
IPG icon
305
Interpublic Group of Companies
IPG
$10.1B
$11.1K 0.01%
409
+353
MTG icon
306
MGIC Investment
MTG
$6.31B
$10.8K 0.01%
436
TMHC icon
307
Taylor Morrison
TMHC
$5.9B
$10.7K 0.01%
178
ARM icon
308
Arm
ARM
$176B
$10.7K 0.01%
100
TGTX icon
309
TG Therapeutics
TGTX
$5.29B
$10.6K 0.01%
270
PFX icon
310
PhenixFIN
PFX
$88.4M
$10.6K 0.01%
200
VOT icon
311
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$10.5K 0.01%
43
UL icon
312
Unilever
UL
$154B
$10.4K 0.01%
175
UHS icon
313
Universal Health Services
UHS
$13.4B
$10.3K 0.01%
+55
SMCI icon
314
Super Micro Computer
SMCI
$28.7B
$10.3K 0.01%
300
-91
MPC icon
315
Marathon Petroleum
MPC
$59.7B
$10.2K 0.01%
+70
ABT icon
316
Abbott
ABT
$220B
$10.2K 0.01%
77
+58
UTHR icon
317
United Therapeutics
UTHR
$18.9B
$10.2K 0.01%
33
MU icon
318
Micron Technology
MU
$246B
$10.2K 0.01%
117
APTV icon
319
Aptiv
APTV
$18.5B
$10.1K 0.01%
+170
ADI icon
320
Analog Devices
ADI
$120B
$10.1K 0.01%
50
IGIB icon
321
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.6B
$10K 0.01%
191
-15
CME icon
322
CME Group
CME
$96.9B
$9.82K 0.01%
37
BG icon
323
Bunge Global
BG
$19.3B
$9.78K 0.01%
+128
KCE icon
324
SPDR S&P Capital Markets ETF
KCE
$615M
$9.72K 0.01%
77
RL icon
325
Ralph Lauren
RL
$20.3B
$9.65K 0.01%
+44
11 12
13
14 15