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
501
$2.52K ﹤0.01%
62
-6
502
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503
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504
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505
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506
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507
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508
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509
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510
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512
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35
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$2.25K ﹤0.01%
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$2.25K ﹤0.01%
115
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$2.25K ﹤0.01%
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516
$2.22K ﹤0.01%
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519
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$2.15K ﹤0.01%
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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