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
326
$9.59K 0.01%
84
327
$9.57K 0.01%
+359
328
$9.51K 0.01%
+198
329
$9.47K 0.01%
113
330
$9.4K 0.01%
+20
331
$9.35K 0.01%
700
332
$9.32K 0.01%
120
333
$9.21K 0.01%
190
334
$9.2K 0.01%
36
335
$9.17K 0.01%
26
-1
336
$9.14K 0.01%
226
+4
337
$9.14K 0.01%
100
338
$9.03K 0.01%
+315
339
$8.93K 0.01%
+53
340
$8.91K 0.01%
178
341
$8.86K 0.01%
106
342
$8.85K 0.01%
+18
343
$8.84K 0.01%
+113
344
$8.81K 0.01%
44
345
$8.8K 0.01%
16
346
$8.78K 0.01%
51
-20
347
$8.78K 0.01%
147
-19
348
$8.75K 0.01%
70
349
$8.7K 0.01%
20
350
$8.62K 0.01%
135
12 13
14
15 16