LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $201M
1-Year Est. Return 259.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+259.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$5.73M
2 +$2.54M
3 +$2.17M
4
WDC icon
Western Digital
WDC
+$1.93M
5
SNDK
Sandisk
SNDK
+$1.39M

Top Sells

1 +$4.41M
2 +$3.67M
3 +$2.6M
4
NEOV icon
NeoVolta
NEOV
+$1.34M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.13M

Sector Composition

1 Industrials 9.33%
2 Financials 7.28%
3 Technology 4.9%
4 Energy 1.94%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
P
576
Everpure Inc
P
$24B
$5.9K ﹤0.01%
100
EXC icon
577
Exelon
EXC
$46.8B
$5.88K ﹤0.01%
+120
MDLZ icon
578
Mondelez International
MDLZ
$79.6B
$5.82K ﹤0.01%
101
+96
EXEL icon
579
Exelixis
EXEL
$13.2B
$5.79K ﹤0.01%
135
-63
SYY icon
580
Sysco
SYY
$36.5B
$5.78K ﹤0.01%
+81
TW icon
581
Tradeweb Markets
TW
$21.8B
$5.77K ﹤0.01%
49
SPTI icon
582
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.1B
$5.76K ﹤0.01%
201
+168
CAH icon
583
Cardinal Health
CAH
$48.2B
$5.71K ﹤0.01%
27
OVV icon
584
Ovintiv
OVV
$15.9B
$5.7K ﹤0.01%
96
+33
MTDR icon
585
Matador Resources
MTDR
$6.65B
$5.62K ﹤0.01%
89
+43
ADBE icon
586
Adobe
ADBE
$102B
$5.59K ﹤0.01%
23
-42
ORI icon
587
Old Republic International
ORI
$9.29B
$5.59K ﹤0.01%
140
BNY
588
Bank of New York Mellon
BNY
$97.7B
$5.58K ﹤0.01%
47
+11
SBS icon
589
Sabesp
SBS
$18.8B
$5.55K ﹤0.01%
910
-1
KNDI
590
Kandi Technologies Group
KNDI
$73.8M
$5.54K ﹤0.01%
6,624
WELL icon
591
Welltower
WELL
$146B
$5.54K ﹤0.01%
28
+11
TMHC icon
592
Taylor Morrison
TMHC
$6.59B
$5.47K ﹤0.01%
94
-48
SCHW icon
593
Charles Schwab
SCHW
$155B
$5.45K ﹤0.01%
58
+11
DRI icon
594
Darden Restaurants
DRI
$22.7B
$5.44K ﹤0.01%
28
XLC icon
595
State Street Communication Services Select Sector SPDR ETF
XLC
$24.2B
$5.43K ﹤0.01%
49
SBSW icon
596
Sibanye-Stillwater
SBSW
$7.16B
$5.42K ﹤0.01%
+440
ENB icon
597
Enbridge
ENB
$123B
$5.41K ﹤0.01%
100
+52
DAL icon
598
Delta Air Lines
DAL
$52.2B
$5.38K ﹤0.01%
81
AVRE icon
599
Avantis Real Estate ETF
AVRE
$810M
$5.37K ﹤0.01%
+122
VGK icon
600
Vanguard FTSE Europe ETF
VGK
$29.9B
$5.36K ﹤0.01%
65