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
URA icon
276
Global X Uranium ETF
URA
$6.3B
$44.7K 0.02%
923
+5
COF icon
277
Capital One
COF
$112B
$44.7K 0.02%
245
+18
BA icon
278
Boeing
BA
$170B
$44.4K 0.02%
223
+80
IYJ icon
279
iShares US Industrials ETF
IYJ
$1.78B
$44.3K 0.02%
300
VZ icon
280
Verizon
VZ
$189B
$44.2K 0.02%
880
+122
CMCSA icon
281
Comcast
CMCSA
$85.1B
$43.7K 0.02%
1,521
+1,060
HYMC icon
282
Hycroft Mining Holding Corp
HYMC
$2.41B
$43.6K 0.02%
+1,240
EIPI
283
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
$42.8K 0.02%
1,905
SO icon
284
Southern Company
SO
$104B
$42.8K 0.02%
443
+67
EWJ icon
285
iShares MSCI Japan ETF
EWJ
$21B
$41.8K 0.02%
495
VONV icon
286
Vanguard Russell 1000 Value ETF
VONV
$19.2B
$41.7K 0.02%
445
TMUS icon
287
T-Mobile US
TMUS
$193B
$41.6K 0.02%
198
+31
VLO icon
288
Valero Energy
VLO
$76B
$41.5K 0.02%
168
+75
MAGS icon
289
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.46B
$41.4K 0.02%
714
SDCI icon
290
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$588M
$41.3K 0.02%
+1,516
IYM icon
291
iShares US Basic Materials ETF
IYM
$1.43B
$40.8K 0.02%
232
AEP icon
292
American Electric Power
AEP
$70.3B
$39.8K 0.02%
304
+73
SYF icon
293
Synchrony
SYF
$23.8B
$39.7K 0.02%
584
-2
SCIO icon
294
First Trust Structured Credit Income Opportunities ETF
SCIO
$380M
$39.3K 0.02%
1,906
QCJL
295
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$65.9M
$39.3K 0.02%
1,680
BMNR
296
BitMine Immersion Technologies
BMNR
$9.06B
$38.9K 0.02%
1,966
+570
IDEV icon
297
iShares Core MSCI International Developed Markets ETF
IDEV
$29.9B
$38.6K 0.02%
462
NXPI icon
298
NXP Semiconductors
NXPI
$74.7B
$38.6K 0.02%
196
CINF icon
299
Cincinnati Financial
CINF
$25.6B
$38.6K 0.02%
245
PRPL icon
300
Purple Innovation
PRPL
$42.8M
$38.1K 0.02%
57,612
+13,992