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
726
$82 ﹤0.01%
+2
727
$80 ﹤0.01%
3
728
$72 ﹤0.01%
5
729
$70 ﹤0.01%
+12
730
$68 ﹤0.01%
3
731
$67 ﹤0.01%
2
732
$65 ﹤0.01%
+7
733
$57 ﹤0.01%
30
734
$54 ﹤0.01%
5
735
$51 ﹤0.01%
14
736
$42 ﹤0.01%
93
+80
737
$35 ﹤0.01%
+1
738
$15 ﹤0.01%
3
739
$13 ﹤0.01%
4
740
$10 ﹤0.01%
1
741
– –
0
742
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743
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-3
744
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-5
745
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746
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-85
747
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748
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749
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-3
750
– –
-89
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