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
$138M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.07M
3
+$1.57M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.51M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Top Sells

1
+$3.08M
2
+$2.3M
3
+$2.06M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$1.85M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$1.66M

Sector Composition

1 Energy 9.57%
2 Industrials 6.31%
3 Financials 5.78%
4 Technology 4.74%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.63K ﹤0.01%
360
402
$5.61K ﹤0.01%
700
403
$5.56K ﹤0.01%
73
404
$5.53K ﹤0.01%
4
405
$5.52K ﹤0.01%
+291
406
$5.5K ﹤0.01%
44
407
$5.46K ﹤0.01%
94
408
$5.43K ﹤0.01%
81
409
$5.35K ﹤0.01%
480
410
$5.27K ﹤0.01%
47
411
$5.24K ﹤0.01%
38
412
$5.1K ﹤0.01%
56
413
$5.05K ﹤0.01%
55
414
$5.05K ﹤0.01%
56
415
$5.04K ﹤0.01%
92
416
$5.01K ﹤0.01%
85
417
$4.99K ﹤0.01%
80
-298
418
$4.94K ﹤0.01%
80
419
$4.91K ﹤0.01%
100
420
$4.8K ﹤0.01%
61
421
$4.77K ﹤0.01%
67
422
$4.69K ﹤0.01%
181
423
$4.64K ﹤0.01%
+50
424
$4.43K ﹤0.01%
100
425
$4.34K ﹤0.01%
79
15 16
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