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
$138M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

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 Technology 4.74%
4 Financials 3.07%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LTBR icon
576
Lightbridge
LTBR
$756M
$1.49K ﹤0.01%
200
-100
EBAY icon
577
eBay
EBAY
$44.4B
$1.49K ﹤0.01%
22
-66
VCIT icon
578
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$1.47K ﹤0.01%
18
BUFS
579
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$100M
$1.46K ﹤0.01%
72
EG icon
580
Everest Group
EG
$14.6B
$1.45K ﹤0.01%
4
INVA icon
581
Innoviva
INVA
$1.12B
$1.45K ﹤0.01%
80
FLGT icon
582
Fulgent Genetics
FLGT
$727M
$1.44K ﹤0.01%
85
LYV icon
583
Live Nation Entertainment
LYV
$35.5B
$1.44K ﹤0.01%
11
LOGI icon
584
Logitech
LOGI
$16.4B
$1.44K ﹤0.01%
17
XLRE icon
585
Real Estate Select Sector SPDR Fund
XLRE
$7.95B
$1.42K ﹤0.01%
34
PGR icon
586
Progressive
PGR
$128B
$1.42K ﹤0.01%
5
TEL icon
587
TE Connectivity
TEL
$69.6B
$1.41K ﹤0.01%
10
TKO icon
588
TKO Group
TKO
$15.3B
$1.38K ﹤0.01%
9
ENPH icon
589
Enphase Energy
ENPH
$4.74B
$1.37K ﹤0.01%
22
COKE icon
590
Coca-Cola Consolidated
COKE
$11.1B
$1.35K ﹤0.01%
10
NSIT icon
591
Insight Enterprises
NSIT
$3.43B
$1.35K ﹤0.01%
9
FTNT icon
592
Fortinet
FTNT
$65.6B
$1.35K ﹤0.01%
14
DECK icon
593
Deckers Outdoor
DECK
$12.9B
$1.34K ﹤0.01%
12
ERJ icon
594
Embraer
ERJ
$11.8B
$1.34K ﹤0.01%
29
AG icon
595
First Majestic Silver
AG
$6.29B
$1.34K ﹤0.01%
+200
JNJ icon
596
Johnson & Johnson
JNJ
$459B
$1.33K ﹤0.01%
8
MAS icon
597
Masco
MAS
$14.3B
$1.32K ﹤0.01%
19
VO icon
598
Vanguard Mid-Cap ETF
VO
$89.2B
$1.29K ﹤0.01%
5
OBE
599
Obsidian Energy
OBE
$406M
$1.28K ﹤0.01%
219
DHI icon
600
D.R. Horton
DHI
$47.1B
$1.27K ﹤0.01%
10