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

Sector Composition

1 Energy 8%
2 Industrials 7.99%
3 Technology 4.82%
4 Financials 3.4%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33.8K 0.02%
767
152
$33.2K 0.02%
+491
153
$33.1K 0.02%
249
154
$32.3K 0.02%
+459
155
$32.1K 0.02%
149
156
$31.4K 0.02%
67
+1
157
$31.3K 0.02%
255
158
$31K 0.02%
1,400
159
$31K 0.02%
29,477
-40,943
160
$30.9K 0.02%
553
-98
161
$30.8K 0.02%
374
-30
162
$30.8K 0.02%
247
163
$30.5K 0.02%
5,270
164
$30.3K 0.02%
1,100
165
$30K 0.02%
119
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166
$29.9K 0.02%
40
+2
167
$29.7K 0.02%
95
168
$29.5K 0.02%
145
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557
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$28.7K 0.02%
243
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171
$28.5K 0.02%
370
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450
+50
173
$27.8K 0.02%
115
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174
$27.6K 0.02%
240
-17
175
$27.4K 0.02%
1,118
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7
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