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
101
$66.3K 0.04%
+111
102
$66.3K 0.04%
+1,583
103
$64.1K 0.04%
+542
104
$64K 0.04%
+623
105
$62.7K 0.04%
+392
106
$60K 0.04%
+1,183
107
$60K 0.04%
+70,420
108
$59.7K 0.03%
+683
109
$58.6K 0.03%
+674
110
$57K 0.03%
+94
111
$56.4K 0.03%
+596
112
$54.8K 0.03%
+105
113
$54.2K 0.03%
+1,167
114
$53.9K 0.03%
+229
115
$51.7K 0.03%
+1,913
116
$51.1K 0.03%
+212
117
$51K 0.03%
+1,875
118
$48.6K 0.03%
+231
119
$48.3K 0.03%
+216
120
$48.1K 0.03%
+1,170
121
$46.9K 0.03%
+1,293
122
$46.3K 0.03%
+784
123
$45.1K 0.03%
+882
124
$45.1K 0.03%
+260
125
$45K 0.03%
+253
3 4
5
6 7