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
501
$1.86K ﹤0.01%
16
-4
502
$1.84K ﹤0.01%
43
+21
503
$1.79K ﹤0.01%
49
+27
504
$1.79K ﹤0.01%
3
+1
505
$1.78K ﹤0.01%
70
506
$1.78K ﹤0.01%
17
507
$1.78K ﹤0.01%
17
508
$1.75K ﹤0.01%
21
509
$1.75K ﹤0.01%
17
510
$1.74K ﹤0.01%
26
+16
511
$1.74K ﹤0.01%
23
-107
512
$1.72K ﹤0.01%
14
513
$1.71K ﹤0.01%
30
514
$1.68K ﹤0.01%
+17
515
$1.68K ﹤0.01%
7
+5
516
$1.66K ﹤0.01%
19
-111
517
$1.66K ﹤0.01%
20
-4,250
518
$1.64K ﹤0.01%
50
519
$1.64K ﹤0.01%
21
-90
520
$1.64K ﹤0.01%
56
+23
521
$1.64K ﹤0.01%
38
-186
522
$1.64K ﹤0.01%
8
+4
523
$1.63K ﹤0.01%
11
+8
524
$1.62K ﹤0.01%
+625
525
$1.62K ﹤0.01%
89
+45
19 20
21
22 23