LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 239.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+239.36%
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
+$3.05M
2
+$2.45M
3
+$2.04M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.51M
5
ETHU
2x Ether ETF
ETHU
+$1.34M

Top Sells

1
+$3.04M
2
+$2.3M
3
+$2.07M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.06M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$1.65M

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
501
$2.52K ﹤0.01%
62
-6
502
$2.49K ﹤0.01%
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503
$2.49K ﹤0.01%
5
504
$2.43K ﹤0.01%
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505
$2.42K ﹤0.01%
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506
$2.41K ﹤0.01%
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507
$2.41K ﹤0.01%
23
508
$2.37K ﹤0.01%
250
509
$2.35K ﹤0.01%
27
510
$2.29K ﹤0.01%
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511
$2.28K ﹤0.01%
43
512
$2.26K ﹤0.01%
35
513
$2.25K ﹤0.01%
24
514
$2.25K ﹤0.01%
115
515
$2.25K ﹤0.01%
34
516
$2.22K ﹤0.01%
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517
$2.21K ﹤0.01%
27
518
$2.19K ﹤0.01%
38
519
$2.15K ﹤0.01%
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520
$2.15K ﹤0.01%
79
521
$2.12K ﹤0.01%
26
+20
522
$2.12K ﹤0.01%
45
523
$2.06K ﹤0.01%
+200
524
$2.06K ﹤0.01%
20
525
$2.06K ﹤0.01%
13
19 20
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22 23