LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $221M
1-Year Est. Return 299.77%
This Quarter Est. Return
1 Year Est. Return
+299.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.07M
3
+$1.57M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.51M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.21M

Top Sells

1
+$3.08M
2
+$2.3M
3
+$2.06M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$1.85M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$1.66M

Sector Composition

1 Energy 9.57%
2 Industrials 6.31%
3 Financials 5.78%
4 Technology 4.74%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$89.2K 0.06%
1,405
+1,237
102
$88.4K 0.06%
210
+150
103
$88.1K 0.06%
+1,564
104
$83.9K 0.06%
501
+1
105
$82.3K 0.06%
3,913
-520
106
$82K 0.06%
1,307
-326
107
$80.2K 0.06%
808
-179
108
$80K 0.06%
1,057
+923
109
$79.8K 0.06%
7,711
-775
110
$79K 0.06%
2,639
+905
111
$78.2K 0.06%
+3,123
112
$77.9K 0.06%
2,697
-939
113
$77.5K 0.05%
2,897
-9,176
114
$77.4K 0.05%
3,119
-9,850
115
$72.6K 0.05%
126
116
$72.5K 0.05%
118
117
$71.8K 0.05%
264
118
$71.5K 0.05%
431
+1
119
$71.2K 0.05%
206
+15
120
$70.7K 0.05%
805
+300
121
$70.3K 0.05%
1,231
-307
122
$68.9K 0.05%
493
-1
123
$68K 0.05%
124
+19
124
$65.6K 0.05%
542
125
$64.9K 0.05%
98
-4
3 4
5
6 7