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
101
$71.8K 0.05%
4,664
-197
102
$71.7K 0.05%
639
-11,631
103
$69.6K 0.04%
126
-20
104
$69.4K 0.04%
326
105
$68.3K 0.04%
118
+18
106
$66.7K 0.04%
242
+30
107
$64.8K 0.04%
1,734
-173
108
$63.2K 0.04%
151
-341
109
$62.3K 0.04%
542
110
$61.8K 0.04%
401
+198
111
$61.5K 0.04%
191
+95
112
$59.1K 0.04%
105
113
$58.1K 0.04%
1,213
-86
114
$55.9K 0.04%
1,167
115
$55.7K 0.04%
666
-8
116
$53.3K 0.03%
229
117
$51.1K 0.03%
505
118
$51.1K 0.03%
1,005
-178
119
$49.7K 0.03%
448
-175
120
$49.3K 0.03%
458
+313
121
$49K 0.03%
1,293
122
$48.8K 0.03%
+575
123
$48.4K 0.03%
3,244
+1,744
124
$46.7K 0.03%
+923
125
$46.3K 0.03%
281
-170
3 4
5
6 7