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
$152M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.39M
3
+$3.48M
4
STEX
Streamex Corp
STEX
+$3.27M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.84M

Top Sells

1
+$6.77M
2
+$6.05M
3
+$4.56M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$3.15M
5
BIL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.21K ﹤0.01%
79
-79
402
$4.19K ﹤0.01%
+102
403
$4.18K ﹤0.01%
51
-200
404
$4.18K ﹤0.01%
360
405
$4.12K ﹤0.01%
67
+14
406
$4.1K ﹤0.01%
150
+100
407
$4.1K ﹤0.01%
102
-365
408
$4.04K ﹤0.01%
70
+52
409
$4.03K ﹤0.01%
42
-9
410
$4K ﹤0.01%
38
411
$3.99K ﹤0.01%
+200
412
$3.98K ﹤0.01%
163
-1
413
$3.96K ﹤0.01%
16
414
$3.94K ﹤0.01%
132
-400
415
$3.9K ﹤0.01%
25
416
$3.9K ﹤0.01%
36
+18
417
$3.87K ﹤0.01%
+108
418
$3.71K ﹤0.01%
27
419
$3.64K ﹤0.01%
8
-36
420
$3.64K ﹤0.01%
22
+13
421
$3.64K ﹤0.01%
300
422
$3.63K ﹤0.01%
2,500
423
$3.58K ﹤0.01%
18
424
$3.52K ﹤0.01%
+15
425
$3.49K ﹤0.01%
27
15 16
17
18 19