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
$138M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

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 Technology 4.74%
4 Financials 3.07%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KALA icon
776
KALA BIO
KALA
$5.49M
$144 ﹤0.01%
25
+15
SCHC icon
777
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
$144 ﹤0.01%
+4
CBTJ
778
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$47.1M
$140 ﹤0.01%
+6
CRSP icon
779
CRISPR Therapeutics
CRSP
$6.11B
$137 ﹤0.01%
4
THC icon
780
Tenet Healthcare
THC
$18.3B
$135 ﹤0.01%
1
HAL icon
781
Halliburton
HAL
$23.2B
$127 ﹤0.01%
5
NXT icon
782
Nextracker
NXT
$13.4B
$127 ﹤0.01%
3
EBND icon
783
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.14B
$121 ﹤0.01%
+6
NFTY icon
784
First Trust India Nifty 50 Equal Weight ETF
NFTY
$198M
$112 ﹤0.01%
2
-8
FV icon
785
First Trust Dorsey Wright Focus 5 ETF
FV
$3.72B
$110 ﹤0.01%
2
PPG icon
786
PPG Industries
PPG
$23.4B
$110 ﹤0.01%
1
S icon
787
SentinelOne
S
$5.82B
$110 ﹤0.01%
6
GRWG icon
788
GrowGeneration
GRWG
$106M
$108 ﹤0.01%
100
SCHH icon
789
Schwab US REIT ETF
SCHH
$8.45B
$108 ﹤0.01%
+5
DRIV icon
790
Global X Autonomous & Electric Vehicles ETF
DRIV
$352M
$106 ﹤0.01%
5
QBTS icon
791
D-Wave Quantum
QBTS
$10.6B
$92 ﹤0.01%
12
FATE icon
792
Fate Therapeutics
FATE
$175M
$91 ﹤0.01%
115
HAUZ icon
793
Xtrackers International Real Estate ETF
HAUZ
$913M
$82 ﹤0.01%
+4
SEDG icon
794
SolarEdge
SEDG
$2.25B
$81 ﹤0.01%
5
LIT icon
795
Global X Lithium & Battery Tech ETF
LIT
$1.33B
$78 ﹤0.01%
2
VRT icon
796
Vertiv
VRT
$70B
$73 ﹤0.01%
+1
STEM icon
797
Stem
STEM
$174M
$71 ﹤0.01%
+10
BTCT icon
798
BTC Digital
BTCT
$23M
$69 ﹤0.01%
17
AAL icon
799
American Airlines Group
AAL
$8.43B
$64 ﹤0.01%
6
SYM icon
800
Symbotic
SYM
$7.55B
$61 ﹤0.01%
3