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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.2M
3
+$12.1M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$10.9M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 11.27%
2 Energy 6.21%
3 Financials 5.47%
4 Technology 2.53%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$117K 0.07%
+1,963
77
$116K 0.07%
+4,589
78
$115K 0.07%
+1,062
79
$114K 0.07%
+1,586
80
$112K 0.07%
+1,058
81
$108K 0.06%
+827
82
$106K 0.06%
+2,564
83
$104K 0.06%
+4,726
84
$97.8K 0.06%
+163
85
$97.6K 0.06%
+264
86
$95.6K 0.06%
+1,593
87
$95.5K 0.06%
+3,730
88
$88.1K 0.05%
+1,235
89
$83.4K 0.05%
+1,907
90
$83.3K 0.05%
+2,666
91
$80.2K 0.05%
+146
92
$79.4K 0.05%
+4,861
93
$77.3K 0.05%
+451
94
$76.8K 0.04%
+248
95
$76K 0.04%
+787
96
$74.2K 0.04%
+128
97
$72.7K 0.04%
+326
98
$70.6K 0.04%
+100
99
$69.9K 0.04%
+941
100
$66.4K 0.04%
+1,299
2 3
4
5 6