LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $201M
1-Year Est. Return 259.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+259.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$5.73M
2 +$2.54M
3 +$2.17M
4
WDC icon
Western Digital
WDC
+$1.93M
5
SNDK
Sandisk
SNDK
+$1.39M

Top Sells

1 +$4.41M
2 +$3.67M
3 +$2.6M
4
NEOV icon
NeoVolta
NEOV
+$1.34M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.13M

Sector Composition

1 Industrials 9.33%
2 Financials 7.28%
3 Technology 4.9%
4 Energy 1.94%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CSCO icon
226
Cisco
CSCO
$479B
$67.6K 0.03%
871
+207
WMB icon
227
Williams Companies
WMB
$88B
$67.5K 0.03%
928
INTC icon
228
Intel
INTC
$498B
$67.3K 0.03%
1,525
+360
OKE icon
229
Oneok
OKE
$55.6B
$67.1K 0.03%
742
+114
MINT icon
230
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$66.6K 0.03%
662
DIA icon
231
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
$66.2K 0.03%
143
SPYM
232
State Street SPDR Portfolio S&P 500 ETF
SPYM
$143B
$65.7K 0.03%
859
-243
JMUB icon
233
JPMorgan Municipal ETF
JMUB
$7.75B
$63.7K 0.03%
1,275
+958
PM icon
234
Philip Morris
PM
$278B
$63.5K 0.03%
384
+77
CLS icon
235
Celestica
CLS
$42.7B
$62.8K 0.03%
223
+28
AOA icon
236
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.11B
$61.7K 0.03%
697
+23
FITB
237
Fifth Third Bancorp
FITB
$47.1B
$61.3K 0.03%
1,319
+212
UTHR icon
238
United Therapeutics
UTHR
$23.3B
$61.1K 0.03%
103
+3
COPX icon
239
Global X Copper Miners ETF NEW
COPX
$7.32B
$61K 0.03%
+799
KRP icon
240
Kimbell Royalty Partners
KRP
$1.51B
$60.7K 0.03%
4,192
+466
ZIM icon
241
ZIM Integrated Shipping Services
ZIM
$3.04B
$60.6K 0.03%
2,300
HD icon
242
Home Depot
HD
$310B
$58.9K 0.03%
179
+3
OXLC
243
Oxford Lane Capital
OXLC
$940M
$58.8K 0.03%
6,010
+1,040
JEPI icon
244
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$58.4K 0.03%
1,030
+4
CHAT icon
245
Roundhill Generative AI & Technology ETF
CHAT
$1.9B
$56.8K 0.03%
918
ITEQ icon
246
Amplify BlueStar Israel Technology ETF
ITEQ
$117M
$55.3K 0.03%
961
NEE icon
247
NextEra Energy
NEE
$179B
$55.2K 0.03%
594
+112
XME icon
248
State Street SPDR S&P Metals & Mining ETF
XME
$4.98B
$54.8K 0.03%
507
+28
SUSC icon
249
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.42B
$53.6K 0.03%
2,317
+227
FSMB icon
250
First Trust Short Duration Managed Municipal ETF
FSMB
$612M
$53.2K 0.03%
2,666
+2,370