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
201
$27.3K 0.02%
245
202
$27.2K 0.02%
40
203
$27.2K 0.02%
115
204
$26.9K 0.02%
118
205
$26.6K 0.02%
523
-482
206
$26.6K 0.02%
85
207
$26K 0.02%
145
208
$25.9K 0.02%
525
209
$25.7K 0.02%
482
210
$25.4K 0.02%
413
211
$24.8K 0.02%
535
-16
212
$24.8K 0.02%
42
+5
213
$24.7K 0.02%
400
-50
214
$24.6K 0.02%
99
-20
215
$24.5K 0.02%
1,064
+840
216
$24.1K 0.02%
95
217
$23.7K 0.02%
357
+330
218
$23.2K 0.02%
100
219
$23K 0.02%
576
+5
220
$22.9K 0.02%
173
+80
221
$22.8K 0.02%
+1,499
222
$22.8K 0.02%
822
+299
223
$22.6K 0.02%
419
-35
224
$22.5K 0.02%
132
225
$22.1K 0.02%
828
7 8
9
10 11