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
451
$2.93K ﹤0.01%
6
452
$2.88K ﹤0.01%
36
453
$2.86K ﹤0.01%
19
-5
454
$2.83K ﹤0.01%
40
-80
455
$2.81K ﹤0.01%
100
456
$2.76K ﹤0.01%
254
457
$2.7K ﹤0.01%
38
-1,367
458
$2.68K ﹤0.01%
+105
459
$2.67K ﹤0.01%
200
460
$2.66K ﹤0.01%
22
461
$2.62K ﹤0.01%
50
-862
462
$2.62K ﹤0.01%
30
463
$2.61K ﹤0.01%
28
464
$2.61K ﹤0.01%
9
465
$2.59K ﹤0.01%
56
-18
466
$2.54K ﹤0.01%
+60
467
$2.54K ﹤0.01%
59
468
$2.52K ﹤0.01%
25
469
$2.52K ﹤0.01%
+250
470
$2.52K ﹤0.01%
29
-15
471
$2.5K ﹤0.01%
27
472
$2.48K ﹤0.01%
+3
473
$2.43K ﹤0.01%
23
-9
474
$2.42K ﹤0.01%
241
475
$2.41K ﹤0.01%
40
17 18
19
20 21