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
201
$22.4K 0.01%
+354
202
$22.3K 0.01%
392
-392
203
$22.2K 0.01%
132
-9
204
$22.2K 0.01%
88
-10
205
$22.2K 0.01%
187
+151
206
$21.9K 0.01%
14,596
-400
207
$21.5K 0.01%
+59
208
$21.3K 0.01%
4,275
209
$21.3K 0.01%
571
+5
210
$21.2K 0.01%
+300
211
$21.2K 0.01%
37
212
$20.9K 0.01%
828
213
$20.9K 0.01%
+415
214
$20.8K 0.01%
248
-46
215
$20.8K 0.01%
48
216
$20.8K 0.01%
413
217
$20.1K 0.01%
139
-34
218
$19.9K 0.01%
225
219
$19.8K 0.01%
125
+3
220
$19.5K 0.01%
71
221
$19.5K 0.01%
154
+1
222
$18.8K 0.01%
137
-51
223
$18.6K 0.01%
40
224
$18.6K 0.01%
254
225
$18.3K 0.01%
355
7 8
9
10 11