LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $221M
1-Year Est. Return 299.77%
This Quarter Est. Return
1 Year Est. Return
+299.77%
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 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%
175
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