LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 239.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+239.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.71M
3
+$2.18M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.06M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.51M

Top Sells

1
+$9.68M
2
+$3.29M
3
+$3.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.92M
5
ECC
Eagle Point Credit Co
ECC
+$2.31M

Sector Composition

1 Financials 28.28%
2 Industrials 8.58%
3 Technology 4.34%
4 Energy 0.87%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.65K ﹤0.01%
24
-12
402
$4.64K ﹤0.01%
142
-24
403
$4.46K ﹤0.01%
51
-10
404
$4.39K ﹤0.01%
6
405
$4.34K ﹤0.01%
79
406
$4.31K ﹤0.01%
39
-82
407
$4.29K ﹤0.01%
54
408
$4.28K ﹤0.01%
26
-17
409
$4.24K ﹤0.01%
96
410
$4.2K ﹤0.01%
101
-38
411
$4.17K ﹤0.01%
58
-121
412
$4.11K ﹤0.01%
102
413
$4.06K ﹤0.01%
81
414
$4.04K ﹤0.01%
54
415
$4.03K ﹤0.01%
+74
416
$3.99K ﹤0.01%
132
417
$3.98K ﹤0.01%
27
418
$3.96K ﹤0.01%
249
419
$3.94K ﹤0.01%
18
-7
420
$3.92K ﹤0.01%
74
-20
421
$3.89K ﹤0.01%
53
-14
422
$3.89K ﹤0.01%
182
423
$3.87K ﹤0.01%
163
424
$3.77K ﹤0.01%
91
+57
425
$3.75K ﹤0.01%
8
15 16
17
18 19