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
BBCA icon
626
JPMorgan BetaBuilders Canada ETF
BBCA
$8.98B
$1.07K ﹤0.01%
15
EWC icon
627
iShares MSCI Canada ETF
EWC
$3.38B
$1.06K ﹤0.01%
26
TOL icon
628
Toll Brothers
TOL
$13.4B
$1.06K ﹤0.01%
10
TS icon
629
Tenaris
TS
$18.7B
$1.06K ﹤0.01%
27
EZET
630
Franklin Ethereum ETF
EZET
$50M
$1.04K ﹤0.01%
75
MTDR icon
631
Matador Resources
MTDR
$4.97B
$1.02K ﹤0.01%
20
+2
RGTI icon
632
Rigetti Computing
RGTI
$13.1B
$998 ﹤0.01%
126
+49
VTIP icon
633
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$998 ﹤0.01%
20
GLDM icon
634
SPDR Gold MiniShares Trust
GLDM
$22.5B
$991 ﹤0.01%
+16
OHI icon
635
Omega Healthcare
OHI
$12B
$991 ﹤0.01%
26
FRT icon
636
Federal Realty Investment Trust
FRT
$8.75B
$979 ﹤0.01%
10
B
637
Barrick Mining
B
$54.6B
$972 ﹤0.01%
50
SPTI icon
638
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.29B
$944 ﹤0.01%
33
MUSA icon
639
Murphy USA
MUSA
$7.42B
$940 ﹤0.01%
2
BTE icon
640
Baytex Energy
BTE
$1.84B
$933 ﹤0.01%
418
+32
ALE icon
641
Allete
ALE
$3.91B
$920 ﹤0.01%
14
IHI icon
642
iShares US Medical Devices ETF
IHI
$4.37B
$903 ﹤0.01%
+15
ZION icon
643
Zions Bancorporation
ZION
$7.85B
$898 ﹤0.01%
18
MDLZ icon
644
Mondelez International
MDLZ
$78.5B
$883 ﹤0.01%
13
SCHD icon
645
Schwab US Dividend Equity ETF
SCHD
$70.9B
$875 ﹤0.01%
31
+7
PPC icon
646
Pilgrim's Pride
PPC
$8.82B
$873 ﹤0.01%
16
VTLE icon
647
Vital Energy
VTLE
$613M
$871 ﹤0.01%
41
+2
H icon
648
Hyatt Hotels
H
$14.2B
$858 ﹤0.01%
7
OC icon
649
Owens Corning
OC
$10.8B
$857 ﹤0.01%
6
CPRX icon
650
Catalyst Pharmaceutical
CPRX
$2.58B
$849 ﹤0.01%
35