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
426
$3.41K ﹤0.01%
+24
427
$3.36K ﹤0.01%
+40
428
$3.35K ﹤0.01%
+1,000
429
$3.32K ﹤0.01%
+87
430
$3.31K ﹤0.01%
+18
431
$3.3K ﹤0.01%
+134
432
$3.29K ﹤0.01%
+18
433
$3.19K ﹤0.01%
+53
434
$3.16K ﹤0.01%
+115
435
$3.16K ﹤0.01%
+241
436
$3.1K ﹤0.01%
+2,480
437
$3.09K ﹤0.01%
+48
438
$2.96K ﹤0.01%
+8
439
$2.93K ﹤0.01%
+114
440
$2.9K ﹤0.01%
+177
441
$2.9K ﹤0.01%
+45
442
$2.89K ﹤0.01%
+12
443
$2.86K ﹤0.01%
+14
444
$2.85K ﹤0.01%
+63
445
$2.84K ﹤0.01%
+300
446
$2.84K ﹤0.01%
+23
447
$2.83K ﹤0.01%
+60
448
$2.81K ﹤0.01%
+33
449
$2.77K ﹤0.01%
+15
450
$2.75K ﹤0.01%
+59
16 17
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