LWMI
Legacy Wealth Management (Idaho) Portfolio holdings
AUM
$189M
This Quarter Return
-8.37%
1 Year Return
+285.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(-9.6%)
Cap. Flow
-$486K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
50.1%
Holding
851
New
106
Increased
111
Reduced
108
Closed
39
Top Buys
| 1 |
Innovator Defined Wealth Shield ETF
BALT
|
$3.03M |
| 2 |
JPMorgan Active Bond ETF
JBND
|
$2.07M |
| 3 |
BioSig Technologies, Inc. Common Stock
BSGM
|
$1.57M |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.51M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.21M |
Top Sells
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$3.08M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$2.3M |
| 3 |
Invesco Ultra Short Duration ETF
GSY
|
$2.06M |
| 4 |
Simplify Volatility Premium ETF
SVOL
|
$1.85M |
| 5 |
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% |
