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
$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
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.83M

Sector Composition

1 Energy 8%
2 Industrials 7.99%
3 Financials 5.55%
4 Technology 4.82%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$44.4K 0.03%
+890
127
$44.4K 0.03%
+880
128
$44.3K 0.03%
84
-10
129
$43.7K 0.03%
451
+43
130
$43.6K 0.03%
216
131
$42.1K 0.03%
565
+547
132
$42K 0.03%
+400
133
$42K 0.03%
103
+3
134
$41.7K 0.03%
882
135
$41.5K 0.03%
1,875
136
$41.5K 0.03%
247
+7
137
$41.4K 0.03%
141
+45
138
$40.4K 0.03%
164
139
$39.4K 0.03%
427
+143
140
$39.2K 0.03%
1,605
141
$38.2K 0.02%
1,905
142
$38.1K 0.02%
107
143
$37K 0.02%
204
+200
144
$36.7K 0.02%
449
145
$35.9K 0.02%
688
146
$35.6K 0.02%
80
+5
147
$35.4K 0.02%
888
-282
148
$34.8K 0.02%
933
149
$34.7K 0.02%
264
+85
150
$34.2K 0.02%
442
-24
4 5
6
7 8