LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $221M
1-Year Est. Return 299.77%
This Quarter Est. Return
1 Year Est. Return
+299.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.07M
3
+$1.57M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.51M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Top Sells

1
+$3.08M
2
+$2.3M
3
+$2.06M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$1.85M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$1.66M

Sector Composition

1 Energy 9.57%
2 Industrials 6.31%
3 Financials 5.78%
4 Technology 4.74%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$144 ﹤0.01%
25
+15
777
$144 ﹤0.01%
+4
778
$140 ﹤0.01%
+6
779
$137 ﹤0.01%
4
780
$135 ﹤0.01%
1
781
$127 ﹤0.01%
5
782
$127 ﹤0.01%
3
783
$121 ﹤0.01%
+6
784
$112 ﹤0.01%
2
-8
785
$110 ﹤0.01%
2
786
$110 ﹤0.01%
1
787
$110 ﹤0.01%
6
788
$108 ﹤0.01%
100
789
$108 ﹤0.01%
+5
790
$106 ﹤0.01%
5
791
$92 ﹤0.01%
12
792
$91 ﹤0.01%
115
793
$82 ﹤0.01%
+4
794
$81 ﹤0.01%
5
795
$78 ﹤0.01%
2
796
$73 ﹤0.01%
+1
797
$71 ﹤0.01%
+10
798
$69 ﹤0.01%
17
799
$64 ﹤0.01%
6
800
$61 ﹤0.01%
3
30 31
32
33 34