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

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 Technology 4.74%
4 Financials 3.07%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QQQM icon
426
Invesco NASDAQ 100 ETF
QQQM
$64.8B
$4.33K ﹤0.01%
46
-103
DKNG icon
427
DraftKings
DKNG
$16.4B
$4.32K ﹤0.01%
130
BCC icon
428
Boise Cascade
BCC
$2.73B
$4.32K ﹤0.01%
44
ODP icon
429
ODP
ODP
$836M
$4.3K ﹤0.01%
300
VST icon
430
Vistra
VST
$68.3B
$4.23K ﹤0.01%
36
+2
RWO icon
431
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$4.19K ﹤0.01%
96
PRDO icon
432
Perdoceo Education
PRDO
$2.4B
$4.18K ﹤0.01%
166
NLR icon
433
VanEck Uranium + Nuclear Energy ETF
NLR
$3.16B
$4.18K ﹤0.01%
57
FE icon
434
FirstEnergy
FE
$26.9B
$4.12K ﹤0.01%
102
MLI icon
435
Mueller Industries
MLI
$11.4B
$4.11K ﹤0.01%
54
ACN icon
436
Accenture
ACN
$154B
$4.06K ﹤0.01%
13
NVMI icon
437
Nova
NVMI
$10.2B
$4.06K ﹤0.01%
22
CEG icon
438
Constellation Energy
CEG
$122B
$4.03K ﹤0.01%
20
HEI icon
439
HEICO Corp
HEI
$44.1B
$4.01K ﹤0.01%
15
NOW icon
440
ServiceNow
NOW
$193B
$3.98K ﹤0.01%
5
SPSB icon
441
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
$3.97K ﹤0.01%
132
EMR icon
442
Emerson Electric
EMR
$74.7B
$3.95K ﹤0.01%
36
FOXA icon
443
Fox Class A
FOXA
$26.5B
$3.79K ﹤0.01%
67
+52
LIN icon
444
Linde
LIN
$209B
$3.73K ﹤0.01%
8
IAK icon
445
iShares US Insurance ETF
IAK
$679M
$3.72K ﹤0.01%
27
BAC icon
446
Bank of America
BAC
$385B
$3.71K ﹤0.01%
89
EXR icon
447
Extra Space Storage
EXR
$31.9B
$3.71K ﹤0.01%
25
SPTM icon
448
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$3.67K ﹤0.01%
54
-200
SRE icon
449
Sempra
SRE
$60.5B
$3.64K ﹤0.01%
51
HI icon
450
Hillenbrand
HI
$2.21B
$3.62K ﹤0.01%
150