LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 239.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+239.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Sells

1 +$3.67M
2 +$1.93M
3 +$1.83M
4
ECC
Eagle Point Credit Co
ECC
+$1.77M
5
VNOM icon
Viper Energy
VNOM
+$1.66M

Sector Composition

1 Financials 14.6%
2 Industrials 8.96%
3 Technology 5.25%
4 Energy 1.55%
5 Consumer Discretionary 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BDVL
976
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.47B
-4,111