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
$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
COF icon
226
Capital One
COF
$115B
$30.2K 0.01%
142
DUK icon
227
Duke Energy
DUK
$102B
$29.7K 0.01%
240
FDN icon
228
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.6B
$29.7K 0.01%
+106
XLE icon
229
State Street Energy Select Sector SPDR ETF
XLE
$41B
$29.4K 0.01%
658
+324
UNM icon
230
Unum
UNM
$12.1B
$28.8K 0.01%
370
BMNR
231
BitMine Immersion Technologies
BMNR
$8.97B
$28.6K 0.01%
+550
SGDM icon
232
Sprott Gold Miners ETF
SGDM
$739M
$28.5K 0.01%
460
CAT icon
233
Caterpillar
CAT
$340B
$28.2K 0.01%
59
MINT icon
234
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.7B
$28K 0.01%
+278
INTC icon
235
Intel
INTC
$241B
$27.9K 0.01%
832
+327
AMGN icon
236
Amgen
AMGN
$190B
$27.1K 0.01%
96
AMT icon
237
American Tower
AMT
$79.7B
$26.9K 0.01%
140
DSL
238
DoubleLine Income Solutions Fund
DSL
$1.24B
$26.6K 0.01%
+2,162
LUMN icon
239
Lumen
LUMN
$7.24B
$26.2K 0.01%
4,275
MTUM icon
240
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
$25.9K 0.01%
101
VRTX icon
241
Vertex Pharmaceuticals
VRTX
$114B
$25.8K 0.01%
66
JMST icon
242
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.34B
$25.7K 0.01%
504
TCAF icon
243
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.17B
$25.5K 0.01%
677
IEUR icon
244
iShares Core MSCI Europe ETF
IEUR
$8.55B
$25K 0.01%
367
OXY icon
245
Occidental Petroleum
OXY
$61.7B
$24.8K 0.01%
525
BUD icon
246
AB InBev
BUD
$138B
$24.6K 0.01%
413
GDXJ icon
247
VanEck Junior Gold Miners ETF
GDXJ
$9.55B
$24.2K 0.01%
244
+9
UNP icon
248
Union Pacific
UNP
$144B
$23.6K 0.01%
100
CHKP icon
249
Check Point Software Technologies
CHKP
$15.6B
$23.4K 0.01%
113
XME icon
250
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
$23.3K 0.01%
250