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
126
$64K 0.05%
1,440
+162
127
$61K 0.04%
461
+60
128
$59.8K 0.04%
+1,947
129
$59.4K 0.04%
242
130
$59.2K 0.04%
640
-163
131
$56K 0.04%
151
132
$54.8K 0.04%
666
133
$53.3K 0.04%
3,804
-860
134
$51.8K 0.04%
1,293
135
$51K 0.04%
+1,089
136
$48.8K 0.03%
95
-31
137
$48.7K 0.03%
1,916
-8,510
138
$48.5K 0.03%
+301
139
$47.8K 0.03%
1,167
140
$47.8K 0.03%
465
+7
141
$47.5K 0.03%
575
142
$47.3K 0.03%
230
+14
143
$47K 0.03%
+999
144
$46K 0.03%
+2,794
145
$45.4K 0.03%
912
+862
146
$45.1K 0.03%
281
147
$44.9K 0.03%
749
+192
148
$44.2K 0.03%
448
149
$44.2K 0.03%
+981
150
$44K 0.03%
84
4 5
6
7 8