LWMI
Legacy Wealth Management (Idaho) Portfolio holdings
AUM
$189M
1-Year Return
285.34%
This Quarter Return
+0.15%
1 Year Return
+285.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$164M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.35%
Holding
698
New
697
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NeoVolta
NEOV
|
$17.8M |
| 2 |
ProShares Bitcoin Strategy ETF
BITO
|
$14.2M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$12.1M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$10.9M |
| 5 |
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% |
