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
701
$457 ﹤0.01%
+21
702
$453 ﹤0.01%
5
703
$450 ﹤0.01%
+20
704
$441 ﹤0.01%
4
705
$441 ﹤0.01%
3
706
$437 ﹤0.01%
5
707
$433 ﹤0.01%
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708
$431 ﹤0.01%
16
+4
709
$428 ﹤0.01%
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710
$407 ﹤0.01%
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$402 ﹤0.01%
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712
$401 ﹤0.01%
+13
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$400 ﹤0.01%
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714
$387 ﹤0.01%
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715
$387 ﹤0.01%
5
716
$384 ﹤0.01%
+14
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$367 ﹤0.01%
6
718
$363 ﹤0.01%
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719
$363 ﹤0.01%
15
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$352 ﹤0.01%
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721
$350 ﹤0.01%
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$349 ﹤0.01%
+14
723
$339 ﹤0.01%
30
724
$338 ﹤0.01%
13
725
$337 ﹤0.01%
+17
27 28
29
30 31