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 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
151
$32K 0.02%
+408
152
$31.7K 0.02%
+216
153
$31.4K 0.02%
+149
154
$31.3K 0.02%
+203
155
$31.3K 0.02%
+190
156
$31.1K 0.02%
+95
157
$30.9K 0.02%
+449
158
$30.4K 0.02%
+595
159
$30.4K 0.02%
+500
160
$30.2K 0.02%
+255
161
$29.9K 0.02%
+247
162
$29.8K 0.02%
+404
163
$29K 0.02%
+183
164
$28.9K 0.02%
+96
165
$28.9K 0.02%
+148
166
$28.6K 0.02%
+257
167
$28.5K 0.02%
+243
168
$28.5K 0.02%
+5,270
169
$28.4K 0.02%
+700
170
$28.3K 0.02%
+188
171
$27.9K 0.02%
+150
172
$27.9K 0.02%
+1,860
173
$27.7K 0.02%
+179
174
$27.7K 0.02%
+1,400
175
$27.3K 0.02%
+1,100