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
26
$1.19M 0.76%
10,842
-7,938
27
$1.1M 0.7%
17,530
-15,890
28
$1.08M 0.69%
47,568
+23,643
29
$1.01M 0.65%
16,314
+11,169
30
$972K 0.62%
29,898
+20,492
31
$906K 0.58%
16,076
-1,601
32
$903K 0.58%
3,941
-934
33
$852K 0.54%
10,282
+6,694
34
$794K 0.51%
38,171
-5,297
35
$783K 0.5%
2,627
-369
36
$776K 0.5%
3,407
+77
37
$739K 0.47%
20,222
-12,546
38
$716K 0.46%
28,904
-3,149
39
$656K 0.42%
5,056
+3,175
40
$619K 0.4%
22,846
-3,312
41
$606K 0.39%
24,737
-2,944
42
$565K 0.36%
16,391
-2,085
43
$555K 0.35%
22,871
-19,510
44
$501K 0.32%
10,720
-4,862
45
$482K 0.31%
+19,057
46
$474K 0.3%
89,287
-9,785
47
$466K 0.3%
1,137
+42
48
$419K 0.27%
7,012
-2,004
49
$419K 0.27%
16,613
+7,811
50
$406K 0.26%
5,854
+3,486
1
2
3 4 5