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
VEA icon
651
Vanguard FTSE Developed Markets ETF
VEA
$180B
$814 ﹤0.01%
16
RC
652
Ready Capital
RC
$508M
$805 ﹤0.01%
+158
OPCH icon
653
Option Care Health
OPCH
$4.54B
$804 ﹤0.01%
23
HWM icon
654
Howmet Aerospace
HWM
$80.3B
$779 ﹤0.01%
6
CHDN icon
655
Churchill Downs
CHDN
$7.2B
$778 ﹤0.01%
7
SPXU icon
656
ProShares UltraPro Short S&P 500
SPXU
$521M
$766 ﹤0.01%
30
NRG icon
657
NRG Energy
NRG
$32.9B
$764 ﹤0.01%
8
BENF icon
658
Beneficient
BENF
$8.19M
$751 ﹤0.01%
2,400
-80
STM icon
659
STMicroelectronics
STM
$22.2B
$747 ﹤0.01%
34
KT icon
660
KT
KT
$8.99B
$744 ﹤0.01%
42
USHY icon
661
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$737 ﹤0.01%
20
INCY icon
662
Incyte
INCY
$17.9B
$727 ﹤0.01%
12
COOP
663
DELISTED
Mr. Cooper
COOP
$718 ﹤0.01%
6
MAR icon
664
Marriott International
MAR
$73.5B
$715 ﹤0.01%
3
BWZ icon
665
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$370M
$710 ﹤0.01%
27
HOOD icon
666
Robinhood
HOOD
$123B
$708 ﹤0.01%
17
VWOB icon
667
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.89B
$707 ﹤0.01%
11
ESML icon
668
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.06B
$692 ﹤0.01%
18
SNA icon
669
Snap-on
SNA
$17.9B
$675 ﹤0.01%
2
FLEX icon
670
Flex
FLEX
$24.4B
$662 ﹤0.01%
20
SLAI
671
SOLAI Limited American Depositary Shares (each representing one hundred (100) Class A Ordinary Shares)
SLAI
$41M
$645 ﹤0.01%
375
DNA icon
672
Ginkgo Bioworks
DNA
$811M
$639 ﹤0.01%
112
FNDX icon
673
Schwab Fundamental US Large Company Index ETF
FNDX
$21.1B
$638 ﹤0.01%
+27
FMC icon
674
FMC
FMC
$3.79B
$633 ﹤0.01%
15
KMI icon
675
Kinder Morgan
KMI
$57.5B
$628 ﹤0.01%
22