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
126
$44.4K 0.03%
+107
127
$43.2K 0.03%
+505
128
$41.9K 0.02%
+1,605
129
$41.8K 0.02%
+75
130
$41K 0.02%
+100
131
$40.7K 0.02%
+466
132
$39.9K 0.02%
+152
133
$39.5K 0.02%
+164
134
$39.1K 0.02%
+4,155
135
$38.5K 0.02%
+240
136
$38K 0.02%
+4,275
137
$38K 0.02%
+1,905
138
$37.2K 0.02%
+688
139
$36.5K 0.02%
+933
140
$36.2K 0.02%
+767
141
$36.2K 0.02%
+651
142
$36.1K 0.02%
+14,996
143
$35.7K 0.02%
+53
144
$34.9K 0.02%
+217
145
$34.2K 0.02%
+319
146
$33.9K 0.02%
+249
147
$33.6K 0.02%
+609
148
$33.5K 0.02%
+96
149
$32.6K 0.02%
+66
150
$32.1K 0.02%
+570
4 5
6
7 8