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
$189M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$3.71M
3
+$3.12M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.08M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.83M

Top Sells

1
+$9.66M
2
+$3.3M
3
+$3.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.93M
5
ECC
Eagle Point Credit Co
ECC
+$2.31M

Sector Composition

1 Healthcare 26.09%
2 Industrials 8.58%
3 Technology 4.34%
4 Financials 2.44%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WHR icon
376
Whirlpool
WHR
$3.95B
$5.68K ﹤0.01%
56
ACM icon
377
Aecom
ACM
$17.7B
$5.64K ﹤0.01%
50
STLD icon
378
Steel Dynamics
STLD
$22.7B
$5.63K ﹤0.01%
44
DKNG icon
379
DraftKings
DKNG
$14.7B
$5.58K ﹤0.01%
130
SPGM icon
380
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.27B
$5.52K ﹤0.01%
80
BROS icon
381
Dutch Bros
BROS
$6.82B
$5.47K ﹤0.01%
80
LLY icon
382
Eli Lilly
LLY
$918B
$5.46K ﹤0.01%
7
VNQ icon
383
Vanguard Real Estate ETF
VNQ
$33.5B
$5.41K ﹤0.01%
61
+47
TROW icon
384
T. Rowe Price
TROW
$22.2B
$5.31K ﹤0.01%
55
GILD icon
385
Gilead Sciences
GILD
$155B
$5.21K ﹤0.01%
47
USIG icon
386
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
$5.2K ﹤0.01%
101
-222
GOVT icon
387
iShares US Treasury Bond ETF
GOVT
$28.2B
$5.15K ﹤0.01%
224
-840
NOW icon
388
ServiceNow
NOW
$176B
$5.14K ﹤0.01%
5
ARQT icon
389
Arcutis Biotherapeutics
ARQT
$3.06B
$5.05K ﹤0.01%
360
VGK icon
390
Vanguard FTSE Europe ETF
VGK
$27.7B
$5.04K ﹤0.01%
+65
INDA icon
391
iShares MSCI India ETF
INDA
$9.6B
$5.01K ﹤0.01%
+90
TLT icon
392
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$4.94K ﹤0.01%
56
HEI icon
393
HEICO Corp
HEI
$43.7B
$4.92K ﹤0.01%
15
VVX icon
394
V2X
VVX
$1.71B
$4.86K ﹤0.01%
100
SPEM icon
395
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$4.83K ﹤0.01%
+113
EMR icon
396
Emerson Electric
EMR
$71.7B
$4.8K ﹤0.01%
36
JBL icon
397
Jabil
JBL
$21.6B
$4.8K ﹤0.01%
22
SANM icon
398
Sanmina
SANM
$8.73B
$4.79K ﹤0.01%
49
-24
RCMT icon
399
RCM Technologies
RCMT
$144M
$4.71K ﹤0.01%
200
GWX icon
400
SPDR S&P International Small Cap ETF
GWX
$923M
$4.69K ﹤0.01%
+126
14 15
16
17 18