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
451
$2.86K ﹤0.01%
5
-37
452
$2.85K ﹤0.01%
+40
453
$2.83K ﹤0.01%
+22
454
$2.81K ﹤0.01%
59
455
$2.78K ﹤0.01%
275
456
$2.78K ﹤0.01%
+10
457
$2.77K ﹤0.01%
+38
458
$2.7K ﹤0.01%
24
+4
459
$2.69K ﹤0.01%
13
+5
460
$2.69K ﹤0.01%
639
461
$2.69K ﹤0.01%
+43
462
$2.67K ﹤0.01%
51
463
$2.59K ﹤0.01%
50
464
$2.57K ﹤0.01%
+34
465
$2.48K ﹤0.01%
19
+1
466
$2.45K ﹤0.01%
19
467
$2.43K ﹤0.01%
9
468
$2.35K ﹤0.01%
254
-1,615
469
$2.3K ﹤0.01%
35
-7
470
$2.29K ﹤0.01%
+11
471
$2.27K ﹤0.01%
6
+5
472
$2.26K ﹤0.01%
+20
473
$2.23K ﹤0.01%
24
+11
474
$2.22K ﹤0.01%
38
+14
475
$2.21K ﹤0.01%
33
+17
17 18
19
20 21