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
$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
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.83M

Sector Composition

1 Energy 8%
2 Industrials 7.99%
3 Financials 5.55%
4 Technology 4.82%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.62K ﹤0.01%
47
527
$1.6K ﹤0.01%
112
-38
528
$1.57K ﹤0.01%
72
529
$1.55K ﹤0.01%
42
+23
530
$1.54K ﹤0.01%
56
-425
531
$1.54K ﹤0.01%
16
532
$1.52K ﹤0.01%
8
-69
533
$1.51K ﹤0.01%
+14
534
$1.51K ﹤0.01%
9
+6
535
$1.5K ﹤0.01%
9
+5
536
$1.49K ﹤0.01%
2,480
537
$1.48K ﹤0.01%
300
538
$1.47K ﹤0.01%
80
+43
539
$1.47K ﹤0.01%
+75
540
$1.47K ﹤0.01%
10
541
$1.47K ﹤0.01%
19
542
$1.45K ﹤0.01%
4
+2
543
$1.45K ﹤0.01%
18
544
$1.44K ﹤0.01%
13
545
$1.43K ﹤0.01%
34
-83
546
$1.4K ﹤0.01%
22
547
$1.38K ﹤0.01%
5
548
$1.37K ﹤0.01%
+10
549
$1.37K ﹤0.01%
85
550
$1.37K ﹤0.01%
14
20 21
22
23 24