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
426
$4.33K ﹤0.01%
46
-103
427
$4.32K ﹤0.01%
130
428
$4.32K ﹤0.01%
44
429
$4.3K ﹤0.01%
300
430
$4.23K ﹤0.01%
36
+2
431
$4.19K ﹤0.01%
96
432
$4.18K ﹤0.01%
166
433
$4.18K ﹤0.01%
57
434
$4.12K ﹤0.01%
102
435
$4.11K ﹤0.01%
54
436
$4.06K ﹤0.01%
13
437
$4.06K ﹤0.01%
22
438
$4.03K ﹤0.01%
20
439
$4.01K ﹤0.01%
15
440
$3.98K ﹤0.01%
5
441
$3.97K ﹤0.01%
132
442
$3.95K ﹤0.01%
36
443
$3.79K ﹤0.01%
67
+52
444
$3.73K ﹤0.01%
8
445
$3.72K ﹤0.01%
27
446
$3.71K ﹤0.01%
89
447
$3.71K ﹤0.01%
25
448
$3.67K ﹤0.01%
54
-200
449
$3.64K ﹤0.01%
51
450
$3.62K ﹤0.01%
150
16 17
18
19 20