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
$221M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1 +$6.38M
2 +$4.25M
3 +$4.16M
4
YGLD
Simplify Gold Strategy PLUS Income ETF
YGLD
+$3.95M
5
STEX
Streamex Corp
STEX
+$3.91M

Top Sells

1 +$10M
2 +$5.07M
3 +$4.22M
4
USG icon
USCF Gold Strategy Plus Income Fund
USG
+$4.19M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.28M

Sector Composition

1 Financials 24.49%
2 Industrials 11.5%
3 Technology 6.5%
4 Energy 2.25%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COF icon
226
Capital One
COF
$151B
$30.2K 0.01%
142
DUK icon
227
Duke Energy
DUK
$88.6B
$29.7K 0.01%
240
FDN icon
228
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.95B
$29.7K 0.01%
+106
XLE icon
229
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
$29.4K 0.01%
329
+162
UNM icon
230
Unum
UNM
$12.4B
$28.8K 0.01%
370
BMNR
231
BitMine Immersion Technologies
BMNR
$15.9B
$28.6K 0.01%
+550
SGDM icon
232
Sprott Gold Miners ETF
SGDM
$638M
$28.5K 0.01%
460
CAT icon
233
Caterpillar
CAT
$288B
$28.2K 0.01%
59
MINT icon
234
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$28K 0.01%
+278
INTC icon
235
Intel
INTC
$195B
$27.9K 0.01%
832
+327
AMGN icon
236
Amgen
AMGN
$170B
$27.1K 0.01%
96
AMT icon
237
American Tower
AMT
$85.2B
$26.9K 0.01%
140
DSL
238
DoubleLine Income Solutions Fund
DSL
$1.29B
$26.6K 0.01%
+2,162
LUMN icon
239
Lumen
LUMN
$9.33B
$26.2K 0.01%
4,275
MTUM icon
240
iShares MSCI USA Momentum Factor ETF
MTUM
$21.1B
$25.9K 0.01%
101
VRTX icon
241
Vertex Pharmaceuticals
VRTX
$113B
$25.8K 0.01%
66
JMST icon
242
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.58B
$25.7K 0.01%
504
TCAF icon
243
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.2B
$25.5K 0.01%
677
IEUR icon
244
iShares Core MSCI Europe ETF
IEUR
$6.9B
$25K 0.01%
367
OXY icon
245
Occidental Petroleum
OXY
$41B
$24.8K 0.01%
525
BUD icon
246
AB InBev
BUD
$121B
$24.6K 0.01%
413
GDXJ icon
247
VanEck Junior Gold Miners ETF
GDXJ
$9.22B
$24.2K 0.01%
244
+9
UNP icon
248
Union Pacific
UNP
$140B
$23.6K 0.01%
100
CHKP icon
249
Check Point Software Technologies
CHKP
$21.2B
$23.4K 0.01%
113
XME icon
250
State Street SPDR S&P Metals & Mining ETF
XME
$2.94B
$23.3K 0.01%
250