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
$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 Technology 4.74%
4 Financials 3.07%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XDEC icon
476
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$189M
$2.94K ﹤0.01%
+80
PAYX icon
477
Paychex
PAYX
$44.8B
$2.93K ﹤0.01%
+19
ASMG
478
Leverage Shares 2X Long ASML Daily ETF
ASMG
$20M
$2.93K ﹤0.01%
+249
NTES icon
479
NetEase
NTES
$92.9B
$2.88K ﹤0.01%
28
EQR icon
480
Equity Residential
EQR
$24.2B
$2.86K ﹤0.01%
40
NCLH icon
481
Norwegian Cruise Line
NCLH
$10.7B
$2.84K ﹤0.01%
150
ETH
482
Grayscale Ethereum Mini Trust ETF
ETH
$2.79B
$2.81K ﹤0.01%
163
POST icon
483
Post Holdings
POST
$5.94B
$2.79K ﹤0.01%
24
XYL icon
484
Xylem
XYL
$36.1B
$2.75K ﹤0.01%
+23
TXT icon
485
Textron
TXT
$14.3B
$2.75K ﹤0.01%
+38
SXI icon
486
Standex International
SXI
$2.96B
$2.74K ﹤0.01%
17
COHR icon
487
Coherent
COHR
$20.3B
$2.73K ﹤0.01%
42
CB icon
488
Chubb
CB
$111B
$2.72K ﹤0.01%
9
STLA icon
489
Stellantis
STLA
$31.4B
$2.7K ﹤0.01%
241
MDT icon
490
Medtronic
MDT
$120B
$2.7K ﹤0.01%
30
-54
IPAC icon
491
iShares Core MSCI Pacific ETF
IPAC
$1.92B
$2.68K ﹤0.01%
43
LYB icon
492
LyondellBasell Industries
LYB
$15.3B
$2.68K ﹤0.01%
38
ITB icon
493
iShares US Home Construction ETF
ITB
$3.16B
$2.67K ﹤0.01%
28
-80
MSTX
494
Defiance Daily Target 2x Long MSTR ETF
MSTX
$480M
$2.63K ﹤0.01%
102
PSEC icon
495
Prospect Capital
PSEC
$1.28B
$2.62K ﹤0.01%
639
AMAT icon
496
Applied Materials
AMAT
$182B
$2.61K ﹤0.01%
18
WFC icon
497
Wells Fargo
WFC
$272B
$2.58K ﹤0.01%
36
-104
AVB icon
498
AvalonBay Communities
AVB
$27B
$2.58K ﹤0.01%
12
-1
F icon
499
Ford
F
$55.1B
$2.55K ﹤0.01%
254
EETH icon
500
ProShares Ether Strategy ETF
EETH
$106M
$2.53K ﹤0.01%
74
-93
18 19
20
21 22