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
576
$1.49K ﹤0.01%
200
-100
577
$1.49K ﹤0.01%
22
-66
578
$1.47K ﹤0.01%
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579
$1.46K ﹤0.01%
72
580
$1.45K ﹤0.01%
4
581
$1.45K ﹤0.01%
80
582
$1.44K ﹤0.01%
85
583
$1.44K ﹤0.01%
11
584
$1.44K ﹤0.01%
17
585
$1.42K ﹤0.01%
34
586
$1.42K ﹤0.01%
5
587
$1.41K ﹤0.01%
10
588
$1.38K ﹤0.01%
9
589
$1.37K ﹤0.01%
22
590
$1.35K ﹤0.01%
10
591
$1.35K ﹤0.01%
9
592
$1.35K ﹤0.01%
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$1.34K ﹤0.01%
12
594
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29
595
$1.34K ﹤0.01%
+200
596
$1.33K ﹤0.01%
8
597
$1.32K ﹤0.01%
19
598
$1.29K ﹤0.01%
5
599
$1.28K ﹤0.01%
219
600
$1.27K ﹤0.01%
10
22 23
24
25 26