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 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
ON icon
501
ON Semiconductor
ON
$20.7B
$2.52K ﹤0.01%
62
-6
GMED icon
502
Globus Medical
GMED
$8.41B
$2.49K ﹤0.01%
34
TMO icon
503
Thermo Fisher Scientific
TMO
$216B
$2.49K ﹤0.01%
5
TFC icon
504
Truist Financial
TFC
$56.5B
$2.43K ﹤0.01%
59
SHEL icon
505
Shell
SHEL
$218B
$2.42K ﹤0.01%
33
ENVA icon
506
Enova International
ENVA
$3.12B
$2.41K ﹤0.01%
25
RDDT icon
507
Reddit
RDDT
$40.1B
$2.41K ﹤0.01%
23
NEO icon
508
NeoGenomics
NEO
$1.38B
$2.37K ﹤0.01%
250
CCEP icon
509
Coca-Cola Europacific Partners
CCEP
$41.3B
$2.35K ﹤0.01%
27
NUE icon
510
Nucor
NUE
$31.8B
$2.29K ﹤0.01%
19
SYF icon
511
Synchrony
SYF
$27B
$2.28K ﹤0.01%
43
SWKS icon
512
Skyworks Solutions
SWKS
$11B
$2.26K ﹤0.01%
35
USMV icon
513
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$2.25K ﹤0.01%
24
BEAM icon
514
Beam Therapeutics
BEAM
$2.83B
$2.25K ﹤0.01%
115
PCOR icon
515
Procore
PCOR
$11.3B
$2.25K ﹤0.01%
34
FTAI icon
516
FTAI Aviation
FTAI
$18.7B
$2.22K ﹤0.01%
20
XLP icon
517
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$2.21K ﹤0.01%
27
ESNT icon
518
Essent Group
ESNT
$6.05B
$2.19K ﹤0.01%
38
HYS icon
519
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.48B
$2.15K ﹤0.01%
23
SPTL icon
520
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
$2.15K ﹤0.01%
79
GM icon
521
General Motors
GM
$65B
$2.12K ﹤0.01%
45
DOCU icon
522
DocuSign
DOCU
$14.4B
$2.12K ﹤0.01%
26
+20
PATH icon
523
UiPath
PATH
$8.75B
$2.06K ﹤0.01%
+200
PHM icon
524
Pultegroup
PHM
$23.5B
$2.06K ﹤0.01%
20
WSM icon
525
Williams-Sonoma
WSM
$23B
$2.06K ﹤0.01%
13