LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $221M
1-Year Est. Return 299.77%
This Quarter Est. Return
1 Year Est. Return
+299.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.07M
3
+$1.57M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.51M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Top Sells

1
+$3.08M
2
+$2.3M
3
+$2.06M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$1.85M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$1.66M

Sector Composition

1 Energy 9.57%
2 Industrials 6.31%
3 Financials 5.78%
4 Technology 4.74%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.94K ﹤0.01%
+80
477
$2.93K ﹤0.01%
+19
478
$2.93K ﹤0.01%
+249
479
$2.88K ﹤0.01%
28
480
$2.86K ﹤0.01%
40
481
$2.84K ﹤0.01%
150
482
$2.81K ﹤0.01%
163
483
$2.79K ﹤0.01%
24
484
$2.75K ﹤0.01%
+23
485
$2.75K ﹤0.01%
+38
486
$2.74K ﹤0.01%
17
487
$2.73K ﹤0.01%
42
488
$2.72K ﹤0.01%
9
489
$2.7K ﹤0.01%
241
490
$2.7K ﹤0.01%
30
-54
491
$2.68K ﹤0.01%
43
492
$2.68K ﹤0.01%
38
493
$2.67K ﹤0.01%
28
-80
494
$2.63K ﹤0.01%
102
495
$2.62K ﹤0.01%
639
496
$2.61K ﹤0.01%
18
497
$2.58K ﹤0.01%
36
-104
498
$2.58K ﹤0.01%
12
-1
499
$2.55K ﹤0.01%
254
500
$2.53K ﹤0.01%
74
-93
18 19
20
21 22