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
201
$29.6K 0.02%
245
202
$29.4K 0.02%
66
-1
203
$28.5K 0.02%
1,030
204
$28.4K 0.02%
413
205
$28.3K 0.02%
240
206
$28.1K 0.01%
243
207
$27.8K 0.01%
400
208
$27.4K 0.01%
5,270
209
$26.8K 0.01%
96
-3
210
$25.7K 0.01%
1,600
+516
211
$25.7K 0.01%
504
-19
212
$25.6K 0.01%
18,139
+3,543
213
$25.3K 0.01%
139
214
$25K 0.01%
113
-5
215
$24.8K 0.01%
85
216
$24.5K 0.01%
1,774
+774
217
$24.3K 0.01%
367
218
$24.3K 0.01%
101
219
$23.9K 0.01%
677
220
$23.7K 0.01%
273
221
$23.3K 0.01%
573
-3
222
$23.1K 0.01%
107
223
$23K 0.01%
100
-15
224
$22.9K 0.01%
59
225
$22.6K 0.01%
354
7 8
9
10 11