LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 236.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+236.07%
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
$140B
$30.2K 0.01%
142
DUK icon
227
Duke Energy
DUK
$94.2B
$29.7K 0.01%
240
FDN icon
228
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.02B
$29.7K 0.01%
+106
XLE icon
229
State Street Energy Select Sector SPDR ETF
XLE
$35.5B
$29.4K 0.01%
658
+324
UNM icon
230
Unum
UNM
$12.2B
$28.8K 0.01%
370
BMNR
231
BitMine Immersion Technologies
BMNR
$9.54B
$28.6K 0.01%
+550
SGDM icon
232
Sprott Gold Miners ETF
SGDM
$788M
$28.5K 0.01%
460
CAT icon
233
Caterpillar
CAT
$345B
$28.2K 0.01%
59
MINT icon
234
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.9B
$28K 0.01%
+278
INTC icon
235
Intel
INTC
$253B
$27.9K 0.01%
832
+327
AMGN icon
236
Amgen
AMGN
$202B
$27.1K 0.01%
96
AMT icon
237
American Tower
AMT
$80.8B
$26.9K 0.01%
140
DSL
238
DoubleLine Income Solutions Fund
DSL
$1.31B
$26.6K 0.01%
+2,162
LUMN icon
239
Lumen
LUMN
$7.99B
$26.2K 0.01%
4,275
MTUM icon
240
iShares MSCI USA Momentum Factor ETF
MTUM
$21.4B
$25.9K 0.01%
101
VRTX icon
241
Vertex Pharmaceuticals
VRTX
$120B
$25.8K 0.01%
66
JMST icon
242
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.14B
$25.7K 0.01%
504
TCAF icon
243
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.39B
$25.5K 0.01%
677
IEUR icon
244
iShares Core MSCI Europe ETF
IEUR
$7.61B
$25K 0.01%
367
OXY icon
245
Occidental Petroleum
OXY
$45.9B
$24.8K 0.01%
525
BUD icon
246
AB InBev
BUD
$147B
$24.6K 0.01%
413
GDXJ icon
247
VanEck Junior Gold Miners ETF
GDXJ
$11B
$24.2K 0.01%
244
+9
UNP icon
248
Union Pacific
UNP
$150B
$23.6K 0.01%
100
CHKP icon
249
Check Point Software Technologies
CHKP
$19.5B
$23.4K 0.01%
113
XME icon
250
State Street SPDR S&P Metals & Mining ETF
XME
$4.65B
$23.3K 0.01%
250