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
601
$1.27K ﹤0.01%
14
602
$1.26K ﹤0.01%
7
603
$1.25K ﹤0.01%
300
604
$1.25K ﹤0.01%
+47
605
$1.24K ﹤0.01%
50
606
$1.24K ﹤0.01%
+40
607
$1.24K ﹤0.01%
38
-212
608
$1.23K ﹤0.01%
14
609
$1.2K ﹤0.01%
28
-2
610
$1.19K ﹤0.01%
8
611
$1.18K ﹤0.01%
+20
612
$1.17K ﹤0.01%
12
613
$1.16K ﹤0.01%
54
614
$1.15K ﹤0.01%
52
615
$1.15K ﹤0.01%
40
616
$1.14K ﹤0.01%
+400
617
$1.14K ﹤0.01%
26
618
$1.13K ﹤0.01%
4
619
$1.13K ﹤0.01%
11
620
$1.12K ﹤0.01%
10
621
$1.11K ﹤0.01%
9
622
$1.11K ﹤0.01%
4
623
$1.1K ﹤0.01%
7
624
$1.1K ﹤0.01%
50
625
$1.09K ﹤0.01%
+5
23 24
25
26 27