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
$152M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.39M
3
+$3.48M
4
STEX
Streamex Corp
STEX
+$3.27M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.84M

Top Sells

1
+$6.77M
2
+$6.05M
3
+$4.56M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$3.15M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.83M

Sector Composition

1 Energy 8%
2 Industrials 7.99%
3 Technology 4.82%
4 Financials 3.4%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.15K ﹤0.01%
+7
352
$6.13K ﹤0.01%
45
+14
353
$6.09K ﹤0.01%
+49
354
$6.06K ﹤0.01%
83
355
$6.06K ﹤0.01%
55
356
$5.97K ﹤0.01%
88
+66
357
$5.96K ﹤0.01%
94
+20
358
$5.95K ﹤0.01%
46
+11
359
$5.93K ﹤0.01%
72
-113
360
$5.89K ﹤0.01%
63
361
$5.76K ﹤0.01%
+30
362
$5.7K ﹤0.01%
56
-56
363
$5.68K ﹤0.01%
25
-39
364
$5.67K ﹤0.01%
34
+10
365
$5.66K ﹤0.01%
480
366
$5.63K ﹤0.01%
+28
367
$5.58K ﹤0.01%
44
368
$5.53K ﹤0.01%
+22
369
$5.5K ﹤0.01%
+130
370
$5.42K ﹤0.01%
44
+15
371
$5.42K ﹤0.01%
+620
372
$5.36K ﹤0.01%
64
+6
373
$5.34K ﹤0.01%
80
374
$5.31K ﹤0.01%
+4
375
$5.25K ﹤0.01%
57
13 14
15
16 17