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
151
$43.9K 0.03%
360
+250
152
$43.7K 0.03%
164
153
$43.5K 0.03%
+543
154
$43.2K 0.03%
+941
155
$43K 0.03%
1,875
156
$43K 0.03%
+766
157
$41.8K 0.03%
1,197
-16
158
$41.6K 0.03%
+1,195
159
$40.3K 0.03%
888
160
$39.2K 0.03%
136
+46
161
$38.7K 0.03%
1,905
162
$38.2K 0.03%
+803
163
$37.9K 0.03%
247
164
$37.7K 0.03%
103
165
$37.7K 0.03%
3,244
166
$37.3K 0.03%
+218
167
$37.3K 0.03%
196
-130
168
$37.2K 0.03%
882
169
$37.1K 0.03%
400
170
$36.6K 0.03%
+845
171
$36.1K 0.03%
495
-70
172
$35.3K 0.02%
255
173
$35.1K 0.02%
688
174
$34.9K 0.02%
410
-17
175
$34.9K 0.02%
1,605
5 6
7
8 9