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

Top Sells

1
+$9.66M
2
+$3.3M
3
+$3.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.93M
5
ECC
Eagle Point Credit Co
ECC
+$2.31M

Sector Composition

1 Healthcare 26.09%
2 Industrials 8.58%
3 Technology 4.34%
4 Financials 2.44%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
326
Health Care Select Sector SPDR Fund
XLV
$37.4B
$8.9K ﹤0.01%
66
-63
VCIT icon
327
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$8.79K ﹤0.01%
106
+88
HSBC icon
328
HSBC
HSBC
$249B
$8.75K ﹤0.01%
144
BLBD icon
329
Blue Bird Corp
BLBD
$1.62B
$8.63K ﹤0.01%
200
BDX icon
330
Becton Dickinson
BDX
$55.3B
$8.61K ﹤0.01%
50
IWL icon
331
iShares Russell Top 200 ETF
IWL
$1.89B
$8.42K ﹤0.01%
55
VEU icon
332
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$8.4K ﹤0.01%
125
VIG icon
333
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$8.39K ﹤0.01%
41
SPLV icon
334
Invesco S&P 500 Low Volatility ETF
SPLV
$7.75B
$8.36K ﹤0.01%
+130
BBJP icon
335
JPMorgan BetaBuilders Japan ETF
BBJP
$14.7B
$8.34K ﹤0.01%
+135
FANG icon
336
Diamondback Energy
FANG
$42.7B
$8.24K ﹤0.01%
60
+7
MHO icon
337
M/I Homes
MHO
$3.36B
$8.07K ﹤0.01%
72
-12
CI icon
338
Cigna
CI
$72B
$7.93K ﹤0.01%
24
BEN icon
339
Franklin Resources
BEN
$11.5B
$7.82K ﹤0.01%
328
JXN icon
340
Jackson Financial
JXN
$6.42B
$7.81K ﹤0.01%
88
-25
MRVL icon
341
Marvell Technology
MRVL
$74.5B
$7.74K ﹤0.01%
100
-136
KMB icon
342
Kimberly-Clark
KMB
$34.5B
$7.74K ﹤0.01%
60
TWO
343
Two Harbors Investment
TWO
$1.01B
$7.54K ﹤0.01%
700
NVO icon
344
Novo Nordisk
NVO
$214B
$7.52K ﹤0.01%
109
UTHR icon
345
United Therapeutics
UTHR
$20.1B
$7.47K ﹤0.01%
26
-7
SPXV icon
346
ProShares S&P 500 ex-Health Care ETF
SPXV
$33.7M
$7.46K ﹤0.01%
110
PFE icon
347
Pfizer
PFE
$142B
$7.39K ﹤0.01%
305
BFEB icon
348
Innovator US Equity Buffer ETF February
BFEB
$197M
$7.37K ﹤0.01%
165
ET icon
349
Energy Transfer Partners
ET
$58.4B
$7.25K ﹤0.01%
400
-59
TW icon
350
Tradeweb Markets
TW
$23.4B
$7.17K ﹤0.01%
49
12 13
14
15 16