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
176
$27.1K 0.02%
+500
177
$26.7K 0.02%
+98
178
$26.3K 0.02%
+142
179
$26.3K 0.02%
+284
180
$26.3K 0.02%
+370
181
$25.6K 0.01%
+48
182
$25.5K 0.01%
+273
183
$25.4K 0.01%
+245
184
$25.3K 0.01%
+85
185
$25.2K 0.01%
+107
186
$25K 0.01%
+273
187
$24.9K 0.01%
+1,117
188
$24.7K 0.01%
+150
189
$24.5K 0.01%
+378
190
$24.5K 0.01%
+38
191
$24.3K 0.01%
+84
192
$24.1K 0.01%
+294
193
$24K 0.01%
+100
194
$23.7K 0.01%
+400
195
$23.5K 0.01%
+141
196
$23.3K 0.01%
+100
197
$23.2K 0.01%
+677
198
$23.2K 0.01%
+763
199
$23.1K 0.01%
+251
200
$23K 0.01%
+413