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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.2M
3
+$12.1M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$10.9M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.27%
2 Energy 6.21%
3 Financials 5.47%
4 Technology 2.53%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.6%
+17,677
27
$1.01M 0.59%
+42,381
28
$899K 0.52%
+43,468
29
$887K 0.52%
+2,996
30
$856K 0.5%
+26,158
31
$829K 0.48%
+32,496
32
$789K 0.46%
+32,053
33
$750K 0.44%
+3,330
34
$729K 0.42%
+15,582
35
$684K 0.4%
+18,476
36
$673K 0.39%
+27,681
37
$611K 0.36%
+19,534
38
$574K 0.33%
+99,072
39
$540K 0.31%
+9,016
40
$535K 0.31%
+23,925
41
$518K 0.3%
+17,001
42
$466K 0.27%
+1,095
43
$355K 0.21%
+380
44
$349K 0.2%
+4,270
45
$347K 0.2%
+14,653
46
$340K 0.2%
+3,572
47
$326K 0.19%
+12,073
48
$324K 0.19%
+12,969
49
$323K 0.19%
+5,145
50
$316K 0.18%
+956
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