LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $201M
1-Year Est. Return 259.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+259.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.54M
3
+$2.17M
4
WDC icon
Western Digital
WDC
+$1.93M
5
SNDK
Sandisk
SNDK
+$1.39M

Top Sells

1
+$4.41M
2
+$3.67M
3
+$2.6M
4
NEOV icon
NeoVolta
NEOV
+$1.34M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.13M

Sector Composition

1 Industrials 9.33%
2 Financials 7.28%
3 Technology 4.9%
4 Energy 1.94%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
451
Vanguard Real Estate ETF
VNQ
$37.2B
$11.7K 0.01%
132
+108
FERG icon
452
Ferguson
FERG
$44.5B
$11.7K 0.01%
+50
SCHM icon
453
Schwab US Mid-Cap ETF
SCHM
$14.4B
$11.6K 0.01%
+375
JPST icon
454
JPMorgan Ultra-Short Income ETF
JPST
$38.2B
$11.6K 0.01%
229
-198
PSX icon
455
Phillips 66
PSX
$73.4B
$11.5K 0.01%
+63
RDDT icon
456
Reddit
RDDT
$33.4B
$11.4K 0.01%
85
+1
GEV icon
457
GE Vernova
GEV
$251B
$11.3K 0.01%
13
IWO icon
458
iShares Russell 2000 Growth ETF
IWO
$14.1B
$11.3K 0.01%
36
SPHB icon
459
Invesco S&P 500 High Beta ETF
SPHB
$995M
$11.2K 0.01%
97
SPOT icon
460
Spotify
SPOT
$102B
$11.2K 0.01%
23
+1
ACGL icon
461
Arch Capital
ACGL
$31.9B
$11.1K 0.01%
116
-28
EVV
462
Eaton Vance Limited Duration Income Fund
EVV
$1.07B
$11.1K 0.01%
1,173
AUSF icon
463
Global X Adaptive US Factor ETF
AUSF
$850M
$11.1K 0.01%
+229
FMHI icon
464
First Trust Municipal High Income ETF
FMHI
$971M
$11K 0.01%
232
+51
VEEV icon
465
Veeva Systems
VEEV
$28.2B
$10.9K 0.01%
62
IUSB icon
466
iShares Core Universal USD Bond ETF
IUSB
$37.2B
$10.9K 0.01%
235
+82
ICVT icon
467
iShares Convertible Bond ETF
ICVT
$6.94B
$10.8K 0.01%
106
CMI icon
468
Cummins
CMI
$89.9B
$10.8K 0.01%
20
BBCA icon
469
JPMorgan BetaBuilders Canada ETF
BBCA
$10.4B
$10.7K 0.01%
114
+26
MTG icon
470
MGIC Investment
MTG
$5.4B
$10.6K 0.01%
405
-48
KCE icon
471
State Street SPDR S&P Capital Markets ETF
KCE
$445M
$10.6K 0.01%
77
NLY icon
472
Annaly Capital Management
NLY
$15.5B
$10.6K 0.01%
500
XEL icon
473
Xcel Energy
XEL
$49.3B
$10.5K 0.01%
+132
INGR icon
474
Ingredion
INGR
$6.3B
$10.5K 0.01%
93
HALO icon
475
Halozyme
HALO
$8.48B
$10.3K 0.01%
159
17 18
19
20 21