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
$138M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.45M
3
+$2.04M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.51M
5
ETHU
2x Ether ETF
ETHU
+$1.34M

Top Sells

1
+$3.04M
2
+$2.3M
3
+$2.07M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.06M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$1.65M

Sector Composition

1 Energy 9.57%
2 Industrials 6.31%
3 Financials 5.78%
4 Technology 4.74%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11.5K 0.01%
119
+18
302
$11.5K 0.01%
50
303
$11.4K 0.01%
+166
304
$11.4K 0.01%
+115
305
$11.1K 0.01%
409
+353
306
$10.8K 0.01%
436
307
$10.7K 0.01%
178
308
$10.7K 0.01%
100
309
$10.6K 0.01%
270
310
$10.6K 0.01%
200
311
$10.5K 0.01%
43
312
$10.4K 0.01%
156
313
$10.3K 0.01%
+55
314
$10.3K 0.01%
300
-91
315
$10.2K 0.01%
+70
316
$10.2K 0.01%
77
+58
317
$10.2K 0.01%
33
318
$10.2K 0.01%
117
319
$10.1K 0.01%
+170
320
$10.1K 0.01%
50
321
$10K 0.01%
191
-15
322
$9.82K 0.01%
37
323
$9.78K 0.01%
+128
324
$9.72K 0.01%
77
325
$9.65K 0.01%
+44
11 12
13
14 15