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
$189M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.71M
3
+$2.18M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.06M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.51M

Top Sells

1
+$9.68M
2
+$3.29M
3
+$3.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.92M
5
ECC
Eagle Point Credit Co
ECC
+$2.31M

Sector Composition

1 Financials 28.28%
2 Industrials 8.58%
3 Technology 4.34%
4 Energy 0.87%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.9K ﹤0.01%
66
-63
327
$8.79K ﹤0.01%
106
+88
328
$8.75K ﹤0.01%
144
329
$8.63K ﹤0.01%
200
330
$8.61K ﹤0.01%
50
331
$8.42K ﹤0.01%
55
332
$8.4K ﹤0.01%
125
333
$8.39K ﹤0.01%
41
334
$8.36K ﹤0.01%
+130
335
$8.34K ﹤0.01%
+135
336
$8.24K ﹤0.01%
60
+7
337
$8.07K ﹤0.01%
72
-12
338
$7.93K ﹤0.01%
24
339
$7.82K ﹤0.01%
328
340
$7.81K ﹤0.01%
88
-25
341
$7.74K ﹤0.01%
100
-136
342
$7.74K ﹤0.01%
60
343
$7.54K ﹤0.01%
700
344
$7.52K ﹤0.01%
109
345
$7.47K ﹤0.01%
26
-7
346
$7.46K ﹤0.01%
110
347
$7.39K ﹤0.01%
305
348
$7.37K ﹤0.01%
165
349
$7.25K ﹤0.01%
400
-59
350
$7.17K ﹤0.01%
49
12 13
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15 16