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
$152M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.39M
3
+$3.48M
4
STEX
Streamex Corp
STEX
+$3.27M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.84M

Top Sells

1
+$6.77M
2
+$6.05M
3
+$4.56M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$3.15M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.83M

Sector Composition

1 Energy 8%
2 Industrials 7.99%
3 Technology 4.82%
4 Financials 3.4%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$347 ﹤0.01%
2
677
$344 ﹤0.01%
+13
678
$337 ﹤0.01%
17
679
$331 ﹤0.01%
20
680
$330 ﹤0.01%
+4
681
$324 ﹤0.01%
10
682
$315 ﹤0.01%
+12
683
$310 ﹤0.01%
17
684
$309 ﹤0.01%
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685
$308 ﹤0.01%
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+6
687
$287 ﹤0.01%
25
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$284 ﹤0.01%
25
689
$282 ﹤0.01%
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+40
690
$264 ﹤0.01%
8
+5
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$254 ﹤0.01%
9
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$251 ﹤0.01%
+3
693
$250 ﹤0.01%
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694
$249 ﹤0.01%
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$240 ﹤0.01%
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696
$238 ﹤0.01%
100
697
$225 ﹤0.01%
9
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$224 ﹤0.01%
8
699
$216 ﹤0.01%
30
700
$213 ﹤0.01%
10
26 27
28
29 30