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
$152M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.39M
3
+$3.48M
4
STEX
Streamex Corp
STEX
+$3.27M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.84M

Top Sells

1
+$6.77M
2
+$6.05M
3
+$4.56M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$3.15M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.83M

Sector Composition

1 Energy 8%
2 Industrials 7.99%
3 Technology 4.82%
4 Financials 3.4%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$138K 0.09%
264
+20
77
$133K 0.08%
281
-3
78
$124K 0.08%
206
+43
79
$123K 0.08%
1,637
+52
80
$119K 0.08%
2,079
+116
81
$117K 0.07%
5,926
-8,727
82
$113K 0.07%
1,633
+47
83
$112K 0.07%
500
+240
84
$108K 0.07%
828
+1
85
$107K 0.07%
2,564
86
$99.6K 0.06%
3,636
-94
87
$98.7K 0.06%
8,486
-2,438
88
$96.1K 0.06%
4,433
-293
89
$94.6K 0.06%
987
-75
90
$90.4K 0.06%
1,538
-55
91
$90K 0.06%
126
-2
92
$89.8K 0.06%
258
+10
93
$88.6K 0.06%
430
+328
94
$86.2K 0.06%
+494
95
$84.6K 0.05%
2,666
96
$82.6K 0.05%
264
97
$82.1K 0.05%
741
+241
98
$81.9K 0.05%
803
+16
99
$74.2K 0.05%
102
+49
100
$72.7K 0.05%
121
+10
2 3
4
5 6