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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.2M
3
+$12.1M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$10.9M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.27%
2 Energy 6.21%
3 Financials 5.47%
4 Technology 2.53%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$313K 0.18%
+12,257
52
$311K 0.18%
+12,108
53
$309K 0.18%
+9,406
54
$307K 0.18%
+2,527
55
$304K 0.18%
+3,588
56
$275K 0.16%
+1,881
57
$265K 0.15%
+780
58
$231K 0.13%
+16,715
59
$228K 0.13%
+8,802
60
$219K 0.13%
+9,236
61
$215K 0.13%
+3,991
62
$201K 0.12%
+492
63
$197K 0.12%
+1,093
64
$178K 0.1%
+252
65
$174K 0.1%
+11,468
66
$169K 0.1%
+423
67
$154K 0.09%
+862
68
$152K 0.09%
+2,368
69
$141K 0.08%
+1,133
70
$133K 0.08%
+284
71
$132K 0.08%
+1,574
72
$125K 0.07%
+244
73
$124K 0.07%
+10,924
74
$123K 0.07%
+1,379
75
$119K 0.07%
+1,585
1 2
3
4 5