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
551
$1.77K ﹤0.01%
16
552
$1.76K ﹤0.01%
56
553
$1.76K ﹤0.01%
23
554
$1.75K ﹤0.01%
10
555
$1.75K ﹤0.01%
23
556
$1.74K ﹤0.01%
262
+65
557
$1.72K ﹤0.01%
75
558
$1.72K ﹤0.01%
450
+200
559
$1.71K ﹤0.01%
33
560
$1.71K ﹤0.01%
19
561
$1.68K ﹤0.01%
58
-216
562
$1.68K ﹤0.01%
7
563
$1.66K ﹤0.01%
50
564
$1.66K ﹤0.01%
38
565
$1.66K ﹤0.01%
21
566
$1.65K ﹤0.01%
8
567
$1.65K ﹤0.01%
+345
568
$1.64K ﹤0.01%
32
-119
569
$1.62K ﹤0.01%
89
570
$1.58K ﹤0.01%
70
571
$1.57K ﹤0.01%
1,500
572
$1.56K ﹤0.01%
13
573
$1.55K ﹤0.01%
14
574
$1.55K ﹤0.01%
65
-69
575
$1.51K ﹤0.01%
42
21 22
23
24 25