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
$189M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.71M
3
+$2.18M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.06M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.51M

Top Sells

1
+$9.68M
2
+$3.29M
3
+$3.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.92M
5
ECC
Eagle Point Credit Co
ECC
+$2.31M

Sector Composition

1 Financials 28.28%
2 Industrials 8.58%
3 Technology 4.34%
4 Energy 0.87%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.04K ﹤0.01%
66
502
$2.03K ﹤0.01%
639
503
$2.02K ﹤0.01%
46
504
$2.02K ﹤0.01%
300
505
$2.01K ﹤0.01%
18
-7
506
$2K ﹤0.01%
42
+22
507
$1.97K ﹤0.01%
+8
508
$1.97K ﹤0.01%
18
-1,143
509
$1.97K ﹤0.01%
21
510
$1.97K ﹤0.01%
+375
511
$1.96K ﹤0.01%
89
512
$1.93K ﹤0.01%
28
-274
513
$1.88K ﹤0.01%
51
514
$1.86K ﹤0.01%
25
-10
515
$1.85K ﹤0.01%
58
516
$1.85K ﹤0.01%
39
-50
517
$1.85K ﹤0.01%
+16
518
$1.83K ﹤0.01%
250
519
$1.82K ﹤0.01%
17
520
$1.8K ﹤0.01%
38
521
$1.8K ﹤0.01%
112
+71
522
$1.78K ﹤0.01%
17
523
$1.76K ﹤0.01%
19
+14
524
$1.76K ﹤0.01%
14
525
$1.75K ﹤0.01%
23
19 20
21
22 23