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 Buys

1
+$17.8M
2
+$14.2M
3
+$12.1M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$10.9M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$10.6M

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
376
$5.61K ﹤0.01%
+100
377
$5.34K ﹤0.01%
+78
378
$5.24K ﹤0.01%
+51
379
$5.19K ﹤0.01%
+31
380
$5.18K ﹤0.01%
+35
381
$5.13K ﹤0.01%
+101
382
$5.07K ﹤0.01%
+117
383
$5.06K ﹤0.01%
+224
384
$5.05K ﹤0.01%
+57
385
$4.99K ﹤0.01%
+100
386
$4.9K ﹤0.01%
+164
387
$4.9K ﹤0.01%
+50
388
$4.82K ﹤0.01%
+400
389
$4.76K ﹤0.01%
+38
390
$4.69K ﹤0.01%
+36
391
$4.57K ﹤0.01%
+150
392
$4.55K ﹤0.01%
+85
393
$4.53K ﹤0.01%
+150
394
$4.47K ﹤0.01%
+200
395
$4.43K ﹤0.01%
+38
396
$4.38K ﹤0.01%
+2,500
397
$4.35K ﹤0.01%
+47
398
$4.35K ﹤0.01%
+51
399
$4.32K ﹤0.01%
+80
400
$4.3K ﹤0.01%
+120
14 15
16
17 18