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
626
$1.07K ﹤0.01%
15
627
$1.06K ﹤0.01%
26
628
$1.06K ﹤0.01%
10
629
$1.06K ﹤0.01%
27
630
$1.04K ﹤0.01%
75
631
$1.02K ﹤0.01%
20
+2
632
$998 ﹤0.01%
126
+49
633
$998 ﹤0.01%
20
634
$991 ﹤0.01%
+16
635
$991 ﹤0.01%
26
636
$979 ﹤0.01%
10
637
$972 ﹤0.01%
50
638
$944 ﹤0.01%
33
639
$940 ﹤0.01%
2
640
$933 ﹤0.01%
418
+32
641
$920 ﹤0.01%
14
642
$903 ﹤0.01%
+15
643
$898 ﹤0.01%
18
644
$883 ﹤0.01%
13
645
$875 ﹤0.01%
31
+7
646
$873 ﹤0.01%
16
647
$871 ﹤0.01%
41
+2
648
$858 ﹤0.01%
7
649
$857 ﹤0.01%
6
650
$849 ﹤0.01%
35
24 25
26
27 28