LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 239.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+239.36%
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
+$3.05M
2
+$2.45M
3
+$2.04M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.51M
5
ETHU
2x Ether ETF
ETHU
+$1.34M

Top Sells

1
+$3.04M
2
+$2.3M
3
+$2.07M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.06M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$1.65M

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