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
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.27%
2 Energy 6.21%
3 Financials 5.47%
4 Technology 2.53%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7.37K ﹤0.01%
+125
352
$7.28K ﹤0.01%
+71
353
$7.09K ﹤0.01%
+219
354
$7.08K ﹤0.01%
+120
355
$6.96K ﹤0.01%
+86
356
$6.76K ﹤0.01%
+84
357
$6.74K ﹤0.01%
+115
358
$6.52K ﹤0.01%
+55
359
$6.5K ﹤0.01%
+400
360
$6.5K ﹤0.01%
+258
361
$6.38K ﹤0.01%
+63
362
$6.36K ﹤0.01%
+50
363
$6.29K ﹤0.01%
+20
364
$6.24K ﹤0.01%
+44
365
$6.24K ﹤0.01%
+127
366
$6.24K ﹤0.01%
+200
367
$6.21K ﹤0.01%
+130
368
$6.21K ﹤0.01%
+700
369
$6.1K ﹤0.01%
+3,000
370
$6.07K ﹤0.01%
+83
371
$6.02K ﹤0.01%
+74
372
$5.99K ﹤0.01%
+58
373
$5.9K ﹤0.01%
+300
374
$5.84K ﹤0.01%
+480
375
$5.8K ﹤0.01%
+74