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
$152M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.39M
3
+$3.48M
4
STEX
Streamex Corp
STEX
+$3.27M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.84M

Top Sells

1
+$6.77M
2
+$6.05M
3
+$4.56M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$3.15M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.83M

Sector Composition

1 Energy 8%
2 Industrials 7.99%
3 Technology 4.82%
4 Financials 3.4%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.65K ﹤0.01%
144
+100
327
$7.6K ﹤0.01%
200
328
$7.56K ﹤0.01%
84
+54
329
$7.53K ﹤0.01%
200
-192
330
$7.53K ﹤0.01%
250
331
$7.47K ﹤0.01%
125
332
$7.22K ﹤0.01%
43
+17
333
$7.21K ﹤0.01%
75
-47
334
$7.16K ﹤0.01%
168
-168
335
$7.15K ﹤0.01%
+37
336
$7.15K ﹤0.01%
400
337
$6.91K ﹤0.01%
100
338
$6.9K ﹤0.01%
71
339
$6.88K ﹤0.01%
24
340
$6.84K ﹤0.01%
130
341
$6.79K ﹤0.01%
219
342
$6.7K ﹤0.01%
328
-239
343
$6.31K ﹤0.01%
62
-132
344
$6.3K ﹤0.01%
73
+24
345
$6.3K ﹤0.01%
700
346
$6.26K ﹤0.01%
41
-142
347
$6.23K ﹤0.01%
81
+7
348
$6.23K ﹤0.01%
125
-58
349
$6.2K ﹤0.01%
+20
350
$6.17K ﹤0.01%
+300
12 13
14
15 16