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

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
LUV icon
351
Southwest Airlines
LUV
$17B
$7.11K ﹤0.01%
219
BBCA icon
352
JPMorgan BetaBuilders Canada ETF
BBCA
$8.97B
$7.1K ﹤0.01%
88
+73
ISRG icon
353
Intuitive Surgical
ISRG
$195B
$7.07K ﹤0.01%
13
ICMB icon
354
Investcorp Credit Management BDC
ICMB
$40.4M
$6.96K ﹤0.01%
2,500
BLDR icon
355
Builders FirstSource
BLDR
$11.4B
$6.88K ﹤0.01%
59
-11
VPL icon
356
Vanguard FTSE Pacific ETF
VPL
$8.24B
$6.82K ﹤0.01%
83
IWD icon
357
iShares Russell 1000 Value ETF
IWD
$65B
$6.8K ﹤0.01%
35
-63
TTD icon
358
Trade Desk
TTD
$20.3B
$6.62K ﹤0.01%
92
BBY icon
359
Best Buy
BBY
$15.9B
$6.51K ﹤0.01%
97
SLB icon
360
SLB Ltd
SLB
$55.2B
$6.49K ﹤0.01%
192
-257
WEC icon
361
WEC Energy
WEC
$36.1B
$6.46K ﹤0.01%
62
CAH icon
362
Cardinal Health
CAH
$48.8B
$6.38K ﹤0.01%
38
VIST icon
363
Vista Energy
VIST
$5.09B
$6.22K ﹤0.01%
130
TDG icon
364
TransDigm Group
TDG
$75.5B
$6.08K ﹤0.01%
4
NVMI icon
365
Nova
NVMI
$8.61B
$6.05K ﹤0.01%
22
QMFE
366
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$42.5M
$6.03K ﹤0.01%
291
HALO icon
367
Halozyme
HALO
$8.24B
$5.98K ﹤0.01%
115
-20
VGT icon
368
Vanguard Information Technology ETF
VGT
$109B
$5.97K ﹤0.01%
+9
APP icon
369
Applovin
APP
$188B
$5.95K ﹤0.01%
+17
DECK icon
370
Deckers Outdoor
DECK
$12.1B
$5.88K ﹤0.01%
57
+45
CVX icon
371
Chevron
CVX
$315B
$5.87K ﹤0.01%
41
PSTG icon
372
Pure Storage
PSTG
$27.8B
$5.76K ﹤0.01%
100
ACGL icon
373
Arch Capital
ACGL
$33.6B
$5.74K ﹤0.01%
63
PFG icon
374
Principal Financial Group
PFG
$18.6B
$5.72K ﹤0.01%
72
SPSM icon
375
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
$5.7K ﹤0.01%
+134