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
426
$3.73K ﹤0.01%
+38
427
$3.69K ﹤0.01%
25
428
$3.65K ﹤0.01%
72
+9
429
$3.63K ﹤0.01%
20
430
$3.63K ﹤0.01%
27
431
$3.61K ﹤0.01%
24
+1
432
$3.59K ﹤0.01%
36
433
$3.56K ﹤0.01%
47
-4
434
$3.47K ﹤0.01%
18
435
$3.45K ﹤0.01%
31
-14
436
$3.3K ﹤0.01%
18
437
$3.29K ﹤0.01%
1,500
438
$3.25K ﹤0.01%
62
439
$3.23K ﹤0.01%
24
+8
440
$3.21K ﹤0.01%
12
441
$3.18K ﹤0.01%
40
442
$3.17K ﹤0.01%
6
443
$3.16K ﹤0.01%
275
444
$3.15K ﹤0.01%
+70
445
$3.14K ﹤0.01%
35
-11
446
$3.11K ﹤0.01%
80
447
$3.09K ﹤0.01%
1,400
448
$3.04K ﹤0.01%
28
-40
449
$3.04K ﹤0.01%
150
450
$2.96K ﹤0.01%
43
16 17
18
19 20