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
576
$1.06K ﹤0.01%
11
577
$1.06K ﹤0.01%
250
+100
578
$1.04K ﹤0.01%
50
579
$1.03K ﹤0.01%
18
580
$1.03K ﹤0.01%
+27
581
$1.02K ﹤0.01%
9
-21
582
$1.02K ﹤0.01%
18
583
$1.01K ﹤0.01%
197
+47
584
$992 ﹤0.01%
4
585
$990 ﹤0.01%
+77
586
$986 ﹤0.01%
26
+15
587
$981 ﹤0.01%
+8
588
$979 ﹤0.01%
20
-63
589
$963 ﹤0.01%
2
590
$950 ﹤0.01%
+17
591
$942 ﹤0.01%
386
+82
592
$942 ﹤0.01%
16
-212
593
$925 ﹤0.01%
33
+11
594
$919 ﹤0.01%
14
595
$912 ﹤0.01%
3
596
$893 ﹤0.01%
375
597
$891 ﹤0.01%
32
598
$890 ﹤0.01%
12
-72
599
$864 ﹤0.01%
20
600
$855 ﹤0.01%
7
22 23
24
25 26