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
$138M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.07M
3
+$1.57M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.51M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Top Sells

1
+$3.08M
2
+$2.3M
3
+$2.06M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$1.85M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$1.66M

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
351
$8.6K 0.01%
120
352
$8.53K 0.01%
60
353
$8.53K 0.01%
459
+400
354
$8.52K 0.01%
400
355
$8.47K 0.01%
53
-72
356
$8.44K 0.01%
195
357
$8.31K 0.01%
33
358
$8.27K 0.01%
144
359
$8.14K 0.01%
32
360
$8.09K 0.01%
+569
361
$8.03K 0.01%
2,500
362
$7.95K 0.01%
41
363
$7.91K 0.01%
162
364
$7.9K 0.01%
24
365
$7.87K 0.01%
200
366
$7.8K 0.01%
4
367
$7.73K 0.01%
305
368
$7.59K 0.01%
97
369
$7.58K 0.01%
125
370
$7.57K 0.01%
109
371
$7.56K 0.01%
+55
372
$7.52K 0.01%
200
373
$7.36K 0.01%
219
374
$7.28K 0.01%
49
375
$7.14K 0.01%
97
13 14
15
16 17