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
51
$405K 0.26%
17,182
+7,946
52
$400K 0.26%
383
+3
53
$350K 0.22%
6,921
+2,930
54
$329K 0.21%
12,073
55
$328K 0.21%
12,969
56
$321K 0.21%
889
-67
57
$311K 0.2%
2,577
+1,444
58
$298K 0.19%
3,737
+2,163
59
$290K 0.19%
11,618
-490
60
$281K 0.18%
3,224
+1,845
61
$277K 0.18%
10,795
+6,206
62
$272K 0.17%
780
63
$269K 0.17%
10,426
-1,831
64
$251K 0.16%
2,301
-226
65
$237K 0.15%
+11,710
66
$236K 0.15%
+7,567
67
$227K 0.15%
15,495
-1,220
68
$190K 0.12%
465
+42
69
$182K 0.12%
973
-120
70
$182K 0.12%
980
+118
71
$172K 0.11%
252
72
$169K 0.11%
2,338
+2,316
73
$160K 0.1%
4,972
+4,962
74
$158K 0.1%
10,981
-487
75
$148K 0.09%
1,955
+720
1 2
3
4 5