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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.2M
3
+$12.1M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$10.9M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.27%
2 Energy 6.21%
3 Financials 5.47%
4 Technology 2.53%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.8K 0.01%
+97
327
$8.7K 0.01%
+111
328
$8.67K 0.01%
+151
329
$8.66K 0.01%
+191
330
$8.59K 0.01%
+274
331
$8.57K 0.01%
+100
332
$8.5K 0.01%
+87
333
$8.5K 0.01%
+151
334
$8.47K ﹤0.01%
+343
335
$8.44K ﹤0.01%
+37
336
$8.37K ﹤0.01%
+192
337
$8.34K ﹤0.01%
+59
338
$8.3K ﹤0.01%
+85
339
$8.29K ﹤0.01%
+200
340
$8.27K ﹤0.01%
+41
341
$8.13K ﹤0.01%
+700
342
$8.06K ﹤0.01%
+162
343
$8.05K ﹤0.01%
+15
344
$8.03K ﹤0.01%
+261
345
$7.97K ﹤0.01%
+24
346
$7.93K ﹤0.01%
+60
347
$7.85K ﹤0.01%
+2,500
348
$7.83K ﹤0.01%
+250
349
$7.77K ﹤0.01%
+97
350
$7.72K ﹤0.01%
+4
12 13
14
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