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
251
$23.3K 0.01%
140
252
$23.2K 0.01%
+307
253
$23K 0.01%
355
254
$22.5K 0.01%
139
255
$22.5K 0.01%
+670
256
$22.4K 0.01%
482
257
$21.9K 0.01%
+2,154
258
$21.7K 0.01%
137
259
$21.4K 0.01%
569
-4
260
$20.8K 0.01%
828
261
$20.7K 0.01%
+65
262
$20.5K 0.01%
+1,027
263
$20.4K 0.01%
248
264
$20.4K 0.01%
140
+5
265
$20.2K 0.01%
+556
266
$20.2K 0.01%
1,800
267
$20.2K 0.01%
1,017
-13
268
$19.7K 0.01%
+1,450
269
$19.5K 0.01%
137
+13
270
$19.3K 0.01%
172
271
$19K 0.01%
384
272
$19K 0.01%
277
-123
273
$18.7K 0.01%
100
+50
274
$18.6K 0.01%
751
+5
275
$18.5K 0.01%
37
9 10
11
12 13