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
551
$1.39K ﹤0.01%
30
-175
552
$1.37K ﹤0.01%
56
-353
553
$1.36K ﹤0.01%
4
554
$1.31K ﹤0.01%
40
555
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8
-5
556
$1.3K ﹤0.01%
22
-12
557
$1.28K ﹤0.01%
8
558
$1.27K ﹤0.01%
16
-3
559
$1.27K ﹤0.01%
12
-8
560
$1.26K ﹤0.01%
112
561
$1.25K ﹤0.01%
17
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562
$1.25K ﹤0.01%
20
563
$1.25K ﹤0.01%
44
+23
564
$1.24K ﹤0.01%
38
565
$1.22K ﹤0.01%
19
566
$1.22K ﹤0.01%
8
567
$1.22K ﹤0.01%
219
568
$1.2K ﹤0.01%
26
569
$1.2K ﹤0.01%
52
570
$1.2K ﹤0.01%
4
571
$1.2K ﹤0.01%
+45
572
$1.19K ﹤0.01%
25
+20
573
$1.16K ﹤0.01%
50
574
$1.14K ﹤0.01%
9
575
$1.14K ﹤0.01%
5
-3
21 22
23
24 25