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
201
$23K 0.01%
+250
202
$22.8K 0.01%
+108
203
$22.8K 0.01%
+42
204
$22.2K 0.01%
+122
205
$21.9K 0.01%
+434
206
$21.7K 0.01%
+40
207
$21.7K 0.01%
+173
208
$21.6K 0.01%
+183
209
$21.5K 0.01%
+63
210
$21.4K 0.01%
+600
211
$21.4K 0.01%
+101
212
$21.4K 0.01%
+90
213
$21.3K 0.01%
+225
214
$21.3K 0.01%
+236
215
$21.1K 0.01%
+37
216
$20.7K 0.01%
+1,869
217
$20.6K 0.01%
+153
218
$20.3K 0.01%
+1,500
219
$20.2K 0.01%
+71
220
$20.2K 0.01%
+145
221
$20.2K 0.01%
+828
222
$20.1K 0.01%
+44
223
$20K 0.01%
+113
224
$19.8K 0.01%
+315
225
$19.3K 0.01%
+523