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

Top Buys

1
+$5.78M
2
+$4.16M
3
+$4.13M
4
STEX
Streamex Corp
STEX
+$3.7M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.65M

Top Sells

1
+$9.82M
2
+$5.03M
3
+$4.47M
4
USG icon
USCF Gold Strategy Plus Income Fund
USG
+$3.91M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.32M

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
226
$30.2K 0.01%
142
227
$29.7K 0.01%
240
228
$29.7K 0.01%
+106
229
$29.4K 0.01%
658
+324
230
$28.8K 0.01%
370
231
$28.6K 0.01%
+550
232
$28.5K 0.01%
460
233
$28.2K 0.01%
59
234
$28K 0.01%
+278
235
$27.9K 0.01%
832
+327
236
$27.1K 0.01%
96
237
$26.9K 0.01%
140
238
$26.6K 0.01%
+2,162
239
$26.2K 0.01%
4,275
240
$25.9K 0.01%
101
241
$25.8K 0.01%
66
242
$25.7K 0.01%
504
243
$25.5K 0.01%
677
244
$25K 0.01%
367
245
$24.8K 0.01%
525
246
$24.6K 0.01%
413
247
$24.2K 0.01%
244
+9
248
$23.6K 0.01%
100
249
$23.4K 0.01%
113
250
$23.3K 0.01%
250
8 9
10
11 12