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
376
$5.19K ﹤0.01%
61
+10
377
$5.18K ﹤0.01%
+23
378
$5.11K ﹤0.01%
101
379
$5.06K ﹤0.01%
224
380
$5.04K ﹤0.01%
+5
381
$5.02K ﹤0.01%
13
+5
382
$5K ﹤0.01%
+56
383
$4.99K ﹤0.01%
+100
384
$4.99K ﹤0.01%
50
385
$4.84K ﹤0.01%
38
386
$4.84K ﹤0.01%
+25
387
$4.74K ﹤0.01%
23
+5
388
$4.72K ﹤0.01%
85
389
$4.72K ﹤0.01%
166
+24
390
$4.7K ﹤0.01%
150
391
$4.69K ﹤0.01%
181
-180
392
$4.67K ﹤0.01%
+25
393
$4.56K ﹤0.01%
400
394
$4.51K ﹤0.01%
47
395
$4.48K ﹤0.01%
+35
396
$4.48K ﹤0.01%
36
397
$4.33K ﹤0.01%
54
+28
398
$4.32K ﹤0.01%
+6
399
$4.22K ﹤0.01%
96
-95
400
$4.22K ﹤0.01%
89
14 15
16
17 18