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

Sector Composition

1 Energy 8%
2 Industrials 7.99%
3 Technology 4.82%
4 Financials 3.4%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.35K ﹤0.01%
4
552
$1.29K ﹤0.01%
10
+4
553
$1.28K ﹤0.01%
14
-582
554
$1.28K ﹤0.01%
30
+2
555
$1.26K ﹤0.01%
+54
556
$1.26K ﹤0.01%
7
557
$1.25K ﹤0.01%
+5
558
$1.25K ﹤0.01%
+29
559
$1.24K ﹤0.01%
10
+5
560
$1.24K ﹤0.01%
50
561
$1.23K ﹤0.01%
39
-1
562
$1.23K ﹤0.01%
8
563
$1.22K ﹤0.01%
+52
564
$1.18K ﹤0.01%
59
565
$1.17K ﹤0.01%
10
-85
566
$1.16K ﹤0.01%
7
+3
567
$1.15K ﹤0.01%
+7
568
$1.15K ﹤0.01%
1,262
-471
569
$1.14K ﹤0.01%
219
570
$1.11K ﹤0.01%
10
571
$1.1K ﹤0.01%
+15
572
$1.09K ﹤0.01%
6
573
$1.08K ﹤0.01%
+96
574
$1.08K ﹤0.01%
26
575
$1.06K ﹤0.01%
+12
21 22
23
24 25