LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $138M
This Quarter Return
-8.37%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$138M
AUM Growth
-$14.6M
Cap. Flow
-$486K
Cap. Flow %
-0.35%
Top 10 Hldgs %
50.1%
Holding
851
New
106
Increased
111
Reduced
108
Closed
39
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$359K0.25%
+6,152
New
+$359K
$322K0.23% 2,846
+269
+10%
+$30.4K
$321K0.23% 5,365
-1,647
-23%
-$98.6K
$319K0.23% 12,228
+1,433
+13%
+$37.3K
$317K0.22% 82,717
-6,570
-7%
-$25.2K
$276K0.2% 4,045
+308
+8%
+$21K
$276K0.19% 3,650
+426
+13%
+$32.2K
$273K0.19% 5,024
-11,052
-69%
-$599K
$272K0.19% 2,284
-17
-0.7%
-$2.02K
$261K0.18% 1,008
+119
+13%
+$30.8K
$251K0.18% 7,968
-8,423
-51%
-$266K
$235K0.17% 762
-18
-2%
-$5.56K
$214K0.15% 9,318
-2,300
-20%
-$52.9K
$212K0.15% 628
+521
+487%
+$176K
$204K0.14% 2,778
+440
+19%
+$32.3K
$201K0.14%
+654
New
+$201K
$189K0.13% 5,182
+5,074
+4,698%
+$185K
$187K0.13%
+1,856
New
+$187K
$182K0.13% 1,736
+1,658
+2,126%
+$173K
$176K0.12% 117,098
$175K0.12% 3,201
+1,122
+54%
+$61.4K
$175K0.12%
+5,569
New
+$175K
$168K0.12% 316
+35
+12%
+$18.6K
$168K0.12% 4,972
$168K0.12% 465