LWMI
Legacy Wealth Management (Idaho) Portfolio holdings
AUM
$189M
1-Year Return
285.34%
This Quarter Return
+8.55%
1 Year Return
+285.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
-$11.6M
(-7.1%)
Cap. Flow
-$1.85M
Cap. Flow
% of AUM
-1.21%
Top 10 Holdings %
Top 10 Hldgs %
52.67%
Holding
816
New
118
Increased
178
Reduced
154
Closed
71
Top Buys
| 1 |
ECC
Eagle Point Credit Co
ECC
|
$7.54M |
| 2 |
ETHU
2x Ether ETF
ETHU
|
$6.39M |
| 3 |
Devon Energy
DVN
|
$3.48M |
| 4 |
BioSig Technologies, Inc. Common Stock
BSGM
|
$3.27M |
| 5 |
Simplify Enhanced Income ETF
HIGH
|
$2.84M |
Top Sells
| 1 |
ProShares Ether Strategy ETF
EETH
|
$6.77M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$6.05M |
| 3 |
FS KKR Capital
FSK
|
$4.56M |
| 4 |
Simplify Volatility Premium ETF
SVOL
|
$3.15M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.83M |
Sector Composition
| 1 | Energy | 8% |
| 2 | Industrials | 7.99% |
| 3 | Technology | 4.82% |
| 4 | Financials | 3.4% |
| 5 | Healthcare | 2.44% |
