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
476
$2.18K ﹤0.01%
40
+23
477
$2.18K ﹤0.01%
75
478
$2.17K ﹤0.01%
33
479
$2.17K ﹤0.01%
500
+400
480
$2.17K ﹤0.01%
+23
481
$2.16K ﹤0.01%
27
482
$2.14K ﹤0.01%
27
-59
483
$2.13K ﹤0.01%
60
-60
484
$2.13K ﹤0.01%
+45
485
$2.13K ﹤0.01%
6
486
$2.12K ﹤0.01%
20
+8
487
$2.11K ﹤0.01%
79
+52
488
$2.05K ﹤0.01%
8
+3
489
$2.03K ﹤0.01%
66
-195
490
$2.03K ﹤0.01%
23
491
$2.02K ﹤0.01%
89
-2
492
$2.02K ﹤0.01%
12
493
$1.99K ﹤0.01%
+2
494
$1.98K ﹤0.01%
23
+5
495
$1.98K ﹤0.01%
1,500
496
$1.94K ﹤0.01%
18
-74
497
$1.94K ﹤0.01%
21
+2
498
$1.91K ﹤0.01%
28
+11
499
$1.89K ﹤0.01%
27
500
$1.87K ﹤0.01%
5
18 19
20
21 22