LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $138M
This Quarter Return
-8.37%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$138M
AUM Growth
-$14.6M
Cap. Flow
-$486K
Cap. Flow %
-0.35%
Top 10 Hldgs %
50.1%
Holding
851
New
106
Increased
111
Reduced
108
Closed
39
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$166K0.12% 963
+815
+551%
+$141K
$153K0.11% 252
$153K0.11% 13,582
-1,913
-12%
-$21.5K
$146K0.1% 2,897
+2,017
+229%
+$102K
$145K0.1% 940
-40
-4%
-$6.19K
$142K0.1% 2,846
+1,956
+220%
+$97.8K
$142K0.1% 906
-67
-7%
-$10.5K
$139K0.1% 2,744
+1,821
+197%
+$92.3K
$139K0.1% 3,698
+3,686
+30,717%
+$138K
$130K0.09%
+4,271
New
+$130K
$129K0.09% 276
+12
+5%
+$5.63K
$129K0.09% 2,745
-65,471
-96%
-$3.08M
$129K0.09% 9,296
-1,685
-15%
-$23.3K
$126K0.09% 1,161
+1,143
+6,350%
+$124K
$123K0.09% 596
+367
+160%
+$75.8K
$121K0.09% 216
+95
+79%
+$53.1K
$118K0.08% 1,814
-141
-7%
-$9.19K
$111K0.08% 2,195
-45,329
-95%
-$2.3M
$107K0.08% 828
$104K0.07% 5,218
-708
-12%
-$14.1K
$103K0.07% 1,223
+482
+65%
+$40.7K
$101K0.07% 289
+31
+12%
+$10.9K
$98.6K0.07% 1,288
-349
-21%
-$26.7K
$92K0.07%
+1,813
New
+$92K
$91.1K0.06%
+3,444
New
+$91.1K