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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.2M
3
+$12.1M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$10.9M
5
SVOL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.13K ﹤0.01%
+29
402
$4.11K ﹤0.01%
+250
403
$4.1K ﹤0.01%
+25
404
$4.08K ﹤0.01%
+89
405
$4.06K ﹤0.01%
+89
406
$4.05K ﹤0.01%
+83
407
$4.03K ﹤0.01%
+16
408
$3.97K ﹤0.01%
+142
409
$3.87K ﹤0.01%
+25
410
$3.85K ﹤0.01%
+49
411
$3.84K ﹤0.01%
+27
412
$3.81K ﹤0.01%
+18
413
$3.8K ﹤0.01%
+80
414
$3.78K ﹤0.01%
+26
415
$3.77K ﹤0.01%
+360
416
$3.74K ﹤0.01%
+76
417
$3.7K ﹤0.01%
+2,000
418
$3.58K ﹤0.01%
+27
419
$3.57K ﹤0.01%
+6
420
$3.56K ﹤0.01%
+18
421
$3.56K ﹤0.01%
+36
422
$3.53K ﹤0.01%
+30
423
$3.52K ﹤0.01%
+8
424
$3.5K ﹤0.01%
+42
425
$3.49K ﹤0.01%
+19
15 16
17
18 19