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
176
$27K 0.02%
482
-88
177
$26.9K 0.02%
243
178
$26.7K 0.02%
82
+19
179
$26.6K 0.02%
60
+52
180
$26.4K 0.02%
140
-8
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$26.1K 0.02%
236
182
$26.1K 0.02%
148
-105
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$26K 0.02%
245
184
$25.1K 0.02%
551
+462
185
$25K 0.02%
118
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186
$25K 0.02%
85
187
$24.7K 0.02%
703
+3
188
$24.7K 0.02%
378
189
$24.6K 0.02%
525
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190
$24.5K 0.02%
150
191
$24.5K 0.02%
273
192
$24.4K 0.02%
454
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193
$24.2K 0.02%
107
194
$23.8K 0.02%
1,376
195
$23.8K 0.02%
90
196
$23.7K 0.02%
100
197
$23.3K 0.01%
23
198
$23K 0.01%
677
199
$23K 0.01%
252
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200
$22.7K 0.01%
101
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