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
$189M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1 +$4.44M
2 +$3.71M
3 +$3.12M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.08M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.83M

Sector Composition

1 Financials 28.28%
2 Industrials 8.58%
3 Technology 4.34%
4 Energy 0.87%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UL icon
301
Unilever
UL
$141B
$10.7K 0.01%
156
GE icon
302
GE Aerospace
GE
$336B
$10.6K 0.01%
41
-3
BAM icon
303
Brookfield Asset Management
BAM
$82.3B
$10.5K 0.01%
190
ABT icon
304
Abbott
ABT
$210B
$10.5K 0.01%
77
MELI icon
305
Mercado Libre
MELI
$104B
$10.5K 0.01%
4
EQX icon
306
Equinox Gold
EQX
$11.6B
$10.3K 0.01%
1,800
IWO icon
307
iShares Russell 2000 Growth ETF
IWO
$14.3B
$10.3K 0.01%
36
AR icon
308
Antero Resources
AR
$10.6B
$10.3K 0.01%
255
+29
CME icon
309
CME Group
CME
$100B
$10.2K 0.01%
37
IGIB icon
310
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.5B
$10.2K 0.01%
191
PFX icon
311
PhenixFIN
PFX
$87M
$10.1K 0.01%
200
VB icon
312
Vanguard Small-Cap ETF
VB
$74.1B
$9.95K 0.01%
42
+26
EELV icon
313
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$435M
$9.79K 0.01%
+375
TGTX icon
314
TG Therapeutics
TGTX
$5.01B
$9.72K 0.01%
270
TMHC icon
315
Taylor Morrison
TMHC
$6.29B
$9.71K 0.01%
158
-20
ICVT icon
316
iShares Convertible Bond ETF
ICVT
$4.4B
$9.55K 0.01%
106
MTG icon
317
MGIC Investment
MTG
$5.97B
$9.55K 0.01%
343
-93
SPHB icon
318
Invesco S&P 500 High Beta ETF
SPHB
$680M
$9.46K ﹤0.01%
97
FUBO icon
319
FuboTV Inc
FUBO
$884M
$9.41K ﹤0.01%
2,438
NLY icon
320
Annaly Capital Management
NLY
$16.3B
$9.41K ﹤0.01%
+500
DFAS icon
321
Dimensional US Small Cap ETF
DFAS
$13.1B
$9.37K ﹤0.01%
147
LAZ icon
322
Lazard
LAZ
$5.11B
$9.36K ﹤0.01%
195
GS icon
323
Goldman Sachs
GS
$286B
$9.2K ﹤0.01%
13
VBK icon
324
Vanguard Small-Cap Growth ETF
VBK
$22.2B
$9.14K ﹤0.01%
33
COIN icon
325
Coinbase
COIN
$61.2B
$9.11K ﹤0.01%
26
-25