LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $221M
1-Year Est. Return 299.77%
This Quarter Est. Return
1 Year Est. Return
+299.77%
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
DRI icon
276
Darden Restaurants
DRI
$21.3B
$17.8K 0.01%
94
STX icon
277
Seagate
STX
$67B
$17.7K 0.01%
75
CRM icon
278
Salesforce
CRM
$246B
$17.5K 0.01%
74
-4
O icon
279
Realty Income
O
$52.5B
$17.5K 0.01%
288
+88
EQT icon
280
EQT Corp
EQT
$34.7B
$17.3K 0.01%
318
+2
RTX icon
281
RTX Corp
RTX
$240B
$17.2K 0.01%
103
-4
CSX icon
282
CSX Corp
CSX
$69.1B
$16.9K 0.01%
477
ADBE icon
283
Adobe
ADBE
$148B
$16.9K 0.01%
48
VBR icon
284
Vanguard Small-Cap Value ETF
VBR
$32.9B
$16.9K 0.01%
81
-2
AXP icon
285
American Express
AXP
$263B
$16.6K 0.01%
50
NRES icon
286
Xtrackers RREEF Global Natural Resources ETF
NRES
$33.5M
$16.5K 0.01%
601
WSO icon
287
Watsco Inc
WSO
$14.6B
$16.2K 0.01%
40
PANW icon
288
Palo Alto Networks
PANW
$134B
$16.1K 0.01%
79
FNF icon
289
Fidelity National Financial
FNF
$15.7B
$15.9K 0.01%
263
-8
VLO icon
290
Valero Energy
VLO
$52.2B
$15.8K 0.01%
93
EXG icon
291
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.84B
$15.4K 0.01%
+1,687
LOW icon
292
Lowe's Companies
LOW
$139B
$15.3K 0.01%
61
-19
VWO icon
293
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$15.3K 0.01%
282
-133
CEG icon
294
Constellation Energy
CEG
$116B
$15.1K 0.01%
46
+9
CAIE
295
Calamos Autocallable Income ETF
CAIE
$457M
$15.1K 0.01%
551
+543
APP icon
296
Applovin
APP
$242B
$15.1K 0.01%
21
+4
XLV icon
297
State Street Health Care Select Sector SPDR ETF
XLV
$40.2B
$15K 0.01%
108
+42
RWL icon
298
Invesco S&P 500 Revenue ETF
RWL
$7.24B
$14.9K 0.01%
+135
SNPS icon
299
Synopsys
SNPS
$90.1B
$14.8K 0.01%
30
-9
SPGI icon
300
S&P Global
SPGI
$151B
$14.6K 0.01%
30
10 11
12
13 14