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
351
$7.11K ﹤0.01%
219
352
$7.1K ﹤0.01%
88
+73
353
$7.07K ﹤0.01%
13
354
$6.96K ﹤0.01%
2,500
355
$6.88K ﹤0.01%
59
-11
356
$6.82K ﹤0.01%
83
357
$6.8K ﹤0.01%
35
-63
358
$6.62K ﹤0.01%
92
359
$6.51K ﹤0.01%
97
360
$6.49K ﹤0.01%
192
-257
361
$6.46K ﹤0.01%
62
362
$6.38K ﹤0.01%
38
363
$6.22K ﹤0.01%
130
364
$6.08K ﹤0.01%
4
365
$6.05K ﹤0.01%
22
366
$6.03K ﹤0.01%
291
367
$5.98K ﹤0.01%
115
-20
368
$5.97K ﹤0.01%
+9
369
$5.95K ﹤0.01%
+17
370
$5.88K ﹤0.01%
57
+45
371
$5.87K ﹤0.01%
41
372
$5.76K ﹤0.01%
100
373
$5.74K ﹤0.01%
63
374
$5.72K ﹤0.01%
72
375
$5.7K ﹤0.01%
+134
13 14
15
16 17