LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 239.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+239.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.71M
3
+$2.18M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.06M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.51M

Top Sells

1
+$9.68M
2
+$3.29M
3
+$3.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.92M
5
ECC
Eagle Point Credit Co
ECC
+$2.31M

Sector Composition

1 Financials 28.28%
2 Industrials 8.58%
3 Technology 4.34%
4 Energy 0.87%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37.6K 0.02%
1,905
177
$37.4K 0.02%
99
+4
178
$36.6K 0.02%
846
-42
179
$36K 0.02%
688
180
$35.8K 0.02%
1,413
+13
181
$35.4K 0.02%
+1,713
182
$35.2K 0.02%
96
-7
183
$35.1K 0.02%
265
+10
184
$35.1K 0.02%
1,100
185
$34.7K 0.02%
553
186
$32.9K 0.02%
249
187
$32.7K 0.02%
430
-5
188
$32.1K 0.02%
692
+157
189
$31.7K 0.02%
110
+10
190
$31.6K 0.02%
256
+9
191
$31.6K 0.02%
1,092
-26
192
$31.5K 0.02%
767
193
$31.3K 0.02%
1,499
194
$31.1K 0.02%
374
195
$31.1K 0.02%
530
-219
196
$30.9K 0.02%
140
197
$30.8K 0.02%
230
198
$30.5K 0.02%
34
-6
199
$30.2K 0.02%
142
-3
200
$29.9K 0.02%
370
6 7
8
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