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
451
$3.56K ﹤0.01%
46
452
$3.56K ﹤0.01%
32
453
$3.55K ﹤0.01%
16
454
$3.54K ﹤0.01%
27
455
$3.48K ﹤0.01%
400
456
$3.48K ﹤0.01%
6
457
$3.46K ﹤0.01%
20
-73
458
$3.39K ﹤0.01%
620
459
$3.31K ﹤0.01%
+25
460
$3.27K ﹤0.01%
36
461
$3.2K ﹤0.01%
28
462
$3.19K ﹤0.01%
63
-108
463
$3.18K ﹤0.01%
11
464
$3.17K ﹤0.01%
12
465
$3.16K ﹤0.01%
177
466
$3.12K ﹤0.01%
200
467
$3.1K ﹤0.01%
18
468
$3.08K ﹤0.01%
40
469
$3.08K ﹤0.01%
+41
470
$3.07K ﹤0.01%
275
471
$3.05K ﹤0.01%
24
472
$3.03K ﹤0.01%
25
473
$3K ﹤0.01%
17
474
$2.99K ﹤0.01%
22
475
$2.98K ﹤0.01%
+10
17 18
19
20 21