LWMI
Legacy Wealth Management (Idaho) Portfolio holdings
AUM
$189M
1-Year Return
285.34%
This Quarter Return
+286.82%
1 Year Return
+285.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$51.3M
(+37%)
Cap. Flow
+$328K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
59.42%
Holding
878
New
66
Increased
118
Reduced
194
Closed
138
Top Buys
| 1 |
BioSig Technologies, Inc. Common Stock
BSGM
|
+$4.44M |
| 2 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$3.71M |
| 3 |
NeoVolta
NEOV
|
+$3.12M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$2.08M |
| 5 |
ProShares Ultra QQQ
QLD
|
+$1.83M |
Top Sells
| 1 |
Devon Energy
DVN
|
+$9.66M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$3.3M |
| 3 |
Innovator Defined Wealth Shield ETF
BALT
|
+$3.1M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.93M |
| 5 |
ECC
Eagle Point Credit Co
ECC
|
+$2.31M |
Sector Composition
| 1 | Healthcare | 26.09% |
| 2 | Industrials | 8.58% |
| 3 | Technology | 4.34% |
| 4 | Financials | 2.44% |
| 5 | Energy | 0.87% |
