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
SEI
701
Solaris Energy Infrastructure
SEI
$2.21B
$457 ﹤0.01%
+21
EMB icon
702
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$453 ﹤0.01%
5
SCHI icon
703
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.26B
$450 ﹤0.01%
+20
GSLC icon
704
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.7B
$441 ﹤0.01%
4
MMM icon
705
3M
MMM
$91.2B
$441 ﹤0.01%
3
SKYW icon
706
Skywest
SKYW
$4B
$437 ﹤0.01%
5
BITX icon
707
2x Bitcoin Strategy ETF
BITX
$2.13B
$433 ﹤0.01%
12
SCHP icon
708
Schwab US TIPS ETF
SCHP
$14.5B
$431 ﹤0.01%
16
+4
IGLD icon
709
FT Vest Gold Strategy Target Income ETF
IGLD
$322M
$428 ﹤0.01%
20
NEWZ
710
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ
$19.6M
$407 ﹤0.01%
15
IGLB icon
711
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.63B
$402 ﹤0.01%
8
FNDE icon
712
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.94B
$401 ﹤0.01%
+13
QYLD icon
713
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
$400 ﹤0.01%
24
SAVA icon
714
Cassava Sciences
SAVA
$189M
$387 ﹤0.01%
258
USO icon
715
United States Oil Fund
USO
$911M
$387 ﹤0.01%
5
FNDA icon
716
Schwab Fundamental US Small Company Index ETF
FNDA
$9.24B
$384 ﹤0.01%
+14
PLUS icon
717
ePlus
PLUS
$1.96B
$367 ﹤0.01%
6
DTST icon
718
Data Storage Corp
DTST
$31.2M
$363 ﹤0.01%
100
LCID icon
719
Lucid Motors
LCID
$5.73B
$363 ﹤0.01%
15
CRH icon
720
CRH
CRH
$79B
$352 ﹤0.01%
4
VSH icon
721
Vishay Intertechnology
VSH
$2.3B
$350 ﹤0.01%
22
SCHR icon
722
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
$349 ﹤0.01%
+14
CARS icon
723
Cars.com
CARS
$676M
$339 ﹤0.01%
30
GPK icon
724
Graphic Packaging
GPK
$5.24B
$338 ﹤0.01%
13
SCHF icon
725
Schwab International Equity ETF
SCHF
$52.6B
$337 ﹤0.01%
+17