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
376
$7.12K 0.01%
172
-6
377
$7.12K 0.01%
2,438
378
$7.1K 0.01%
13
379
$6.92K ﹤0.01%
168
380
$6.86K ﹤0.01%
41
381
$6.85K ﹤0.01%
+165
382
$6.79K ﹤0.01%
300
383
$6.76K ﹤0.01%
62
384
$6.71K ﹤0.01%
34
+20
385
$6.61K ﹤0.01%
110
-66
386
$6.56K ﹤0.01%
43
387
$6.47K ﹤0.01%
200
388
$6.44K ﹤0.01%
13
-15
389
$6.37K ﹤0.01%
75
390
$6.31K ﹤0.01%
328
391
$6.26K ﹤0.01%
67
-158
392
$6.19K ﹤0.01%
71
393
$6.1K ﹤0.01%
25
394
$6.08K ﹤0.01%
72
395
$6.06K ﹤0.01%
63
396
$6.05K ﹤0.01%
130
397
$6.01K ﹤0.01%
83
398
$5.78K ﹤0.01%
7
399
$5.77K ﹤0.01%
45
400
$5.72K ﹤0.01%
139
-198
14 15
16
17 18