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
426
$3.48K ﹤0.01%
68
-10
427
$3.44K ﹤0.01%
24
-50
428
$3.36K ﹤0.01%
250
429
$3.34K ﹤0.01%
134
430
$3.31K ﹤0.01%
32
+9
431
$3.28K ﹤0.01%
40
432
$3.27K ﹤0.01%
17
+3
433
$3.24K ﹤0.01%
18
434
$3.16K ﹤0.01%
14
-46
435
$3.15K ﹤0.01%
115
436
$3.13K ﹤0.01%
17
+4
437
$3.12K ﹤0.01%
241
438
$3.11K ﹤0.01%
11
+4
439
$2.98K ﹤0.01%
+34
440
$2.98K ﹤0.01%
25
+2
441
$2.98K ﹤0.01%
+8
442
$2.94K ﹤0.01%
+12
443
$2.93K ﹤0.01%
177
444
$2.92K ﹤0.01%
+10
445
$2.92K ﹤0.01%
28
+11
446
$2.91K ﹤0.01%
38
-172
447
$2.9K ﹤0.01%
+43
448
$2.89K ﹤0.01%
+33
449
$2.87K ﹤0.01%
25
+7
450
$2.86K ﹤0.01%
+13
16 17
18
19 20