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
526
$2.04K ﹤0.01%
41
-84
527
$2.04K ﹤0.01%
66
528
$2.02K ﹤0.01%
3
529
$2.02K ﹤0.01%
+1,400
530
$2K ﹤0.01%
51
531
$1.98K ﹤0.01%
60
532
$1.98K ﹤0.01%
23
533
$1.98K ﹤0.01%
43
534
$1.97K ﹤0.01%
89
535
$1.97K ﹤0.01%
21
536
$1.95K ﹤0.01%
+100
537
$1.95K ﹤0.01%
8
538
$1.94K ﹤0.01%
17
539
$1.93K ﹤0.01%
40
540
$1.92K ﹤0.01%
49
541
$1.9K ﹤0.01%
6
542
$1.9K ﹤0.01%
3
-15
543
$1.89K ﹤0.01%
2
544
$1.85K ﹤0.01%
16
545
$1.85K ﹤0.01%
+22
546
$1.83K ﹤0.01%
5
547
$1.83K ﹤0.01%
6
548
$1.81K ﹤0.01%
21
549
$1.8K ﹤0.01%
17
550
$1.77K ﹤0.01%
17
20 21
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23 24