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
576
$1.12K ﹤0.01%
44
-21
577
$1.11K ﹤0.01%
33
-23
578
$1.08K ﹤0.01%
50
579
$1.06K ﹤0.01%
11
580
$1.05K ﹤0.01%
10
581
$1.05K ﹤0.01%
2
-1
582
$1.03K ﹤0.01%
34
583
$1.02K ﹤0.01%
43
-11
584
$1.01K ﹤0.01%
20
585
$999 ﹤0.01%
20
586
$977 ﹤0.01%
22
-21
587
$971 ﹤0.01%
37
+6
588
$950 ﹤0.01%
10
589
$950 ﹤0.01%
33
590
$940 ﹤0.01%
15
591
$935 ﹤0.01%
18
592
$900 ﹤0.01%
+10
593
$897 ﹤0.01%
14
594
$897 ﹤0.01%
4
-4
595
$892 ﹤0.01%
12
-430
596
$846 ﹤0.01%
22
-27
597
$829 ﹤0.01%
16
-260
598
$826 ﹤0.01%
6
599
$820 ﹤0.01%
3
600
$818 ﹤0.01%
12
22 23
24
25 26