LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $138M
This Quarter Return
-8.37%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$138M
AUM Growth
-$14.6M
Cap. Flow
-$486K
Cap. Flow %
-0.35%
Top 10 Hldgs %
50.1%
Holding
851
New
106
Increased
111
Reduced
108
Closed
39
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.28M0.9% 56,973
+9,405
+20%
+$211K
$1.26M0.89% 25,224
-41,088
-62%
-$2.06M
$1.18M0.84%
+12,406
New
+$1.18M
$1.03M0.73% 17,608
+1,294
+8%
+$75.8K
$975K0.69% 8,827
-2,015
-19%
-$223K
$972K0.69% 16,286
-1,244
-7%
-$74.2K
$960K0.68% 32,284
+2,386
+8%
+$71K
$959K0.68% 12,006
+1,724
+17%
+$138K
$921K0.65% 39,171
+16,300
+71%
+$383K
$920K0.65% 1,637
+1,431
+695%
+$804K
$775K0.55% 16,426
+5,706
+53%
+$269K
$773K0.55% 4,065
+124
+3%
+$23.6K
$745K0.53% 3,353
-54
-2%
-$12K
$624K0.44% 29,488
-8,683
-23%
-$184K
$559K0.4% 22,649
-6,255
-22%
-$154K
$553K0.39% 5,102
+46
+0.9%
+$4.99K
$489K0.35% 20,631
+4,018
+24%
+$95.3K
$467K0.33% 21,342
+4,160
+24%
+$90.9K
$451K0.32% 13,135
-7,087
-35%
-$243K
$440K0.31% 8,713
+1,792
+26%
+$90.5K
$429K0.3% 18,471
-6,266
-25%
-$145K
$423K0.3% 13,802
+6,235
+82%
+$191K
$420K0.3% 1,118
-19
-2%
-$7.13K
$411K0.29% 6,530
+676
+12%
+$42.6K
$393K0.28% 416
+33
+9%
+$31.2K