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
176
$34.8K 0.02%
204
177
$34K 0.02%
+885
178
$33.7K 0.02%
1,400
179
$33.2K 0.02%
1,100
180
$33K 0.02%
553
181
$32.6K 0.02%
312
+48
182
$32.5K 0.02%
67
183
$32.4K 0.02%
+737
184
$32K 0.02%
374
185
$31.9K 0.02%
449
186
$31.6K 0.02%
1,118
187
$31.4K 0.02%
249
188
$30.8K 0.02%
99
-42
189
$30.7K 0.02%
+442
190
$30.5K 0.02%
238
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191
$30.5K 0.02%
140
192
$30.1K 0.02%
370
193
$30.1K 0.02%
247
194
$30.1K 0.02%
767
195
$30K 0.02%
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196
$30K 0.02%
435
-56
197
$29.3K 0.02%
240
198
$28.8K 0.02%
442
199
$28.2K 0.02%
243
200
$27.4K 0.02%
5,270
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8
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