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
701
$213 ﹤0.01%
5
702
$212 ﹤0.01%
2
703
$210 ﹤0.01%
5
704
$209 ﹤0.01%
15
-60
705
$209 ﹤0.01%
11
706
$208 ﹤0.01%
5
707
$207 ﹤0.01%
+3
708
$185 ﹤0.01%
1
709
$180 ﹤0.01%
4
710
$159 ﹤0.01%
4
711
$147 ﹤0.01%
115
712
$145 ﹤0.01%
100
713
$144 ﹤0.01%
6
714
$141 ﹤0.01%
+1
715
$139 ﹤0.01%
3
716
$136 ﹤0.01%
10
-1,850
717
$133 ﹤0.01%
13
718
$126 ﹤0.01%
5
719
$124 ﹤0.01%
2
720
$116 ﹤0.01%
5
721
$115 ﹤0.01%
1
722
$111 ﹤0.01%
10
723
$104 ﹤0.01%
6
724
$100 ﹤0.01%
17
725
$83 ﹤0.01%
2
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