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
376
$5.68K ﹤0.01%
56
377
$5.64K ﹤0.01%
50
378
$5.63K ﹤0.01%
44
379
$5.58K ﹤0.01%
130
380
$5.52K ﹤0.01%
80
381
$5.47K ﹤0.01%
80
382
$5.46K ﹤0.01%
7
383
$5.41K ﹤0.01%
61
+47
384
$5.31K ﹤0.01%
55
385
$5.21K ﹤0.01%
47
386
$5.2K ﹤0.01%
101
-222
387
$5.15K ﹤0.01%
224
-840
388
$5.14K ﹤0.01%
25
389
$5.05K ﹤0.01%
360
390
$5.04K ﹤0.01%
+65
391
$5.01K ﹤0.01%
+90
392
$4.94K ﹤0.01%
56
393
$4.92K ﹤0.01%
15
394
$4.86K ﹤0.01%
100
395
$4.83K ﹤0.01%
+113
396
$4.8K ﹤0.01%
36
397
$4.8K ﹤0.01%
22
398
$4.79K ﹤0.01%
49
-24
399
$4.71K ﹤0.01%
200
400
$4.69K ﹤0.01%
+126
14 15
16
17 18