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
276
$17.8K 0.01%
94
277
$17.7K 0.01%
75
278
$17.5K 0.01%
74
-4
279
$17.5K 0.01%
288
+88
280
$17.3K 0.01%
318
+2
281
$17.2K 0.01%
103
-4
282
$16.9K 0.01%
477
283
$16.9K 0.01%
48
284
$16.9K 0.01%
81
-2
285
$16.6K 0.01%
50
286
$16.5K 0.01%
601
287
$16.2K 0.01%
40
288
$16.1K 0.01%
79
289
$15.9K 0.01%
263
-8
290
$15.8K 0.01%
93
291
$15.4K 0.01%
+1,687
292
$15.3K 0.01%
61
-19
293
$15.3K 0.01%
282
-133
294
$15.1K 0.01%
46
+9
295
$15.1K 0.01%
551
+543
296
$15.1K 0.01%
21
+4
297
$15K 0.01%
108
+42
298
$14.9K 0.01%
+135
299
$14.8K 0.01%
30
-9
300
$14.6K 0.01%
30
10 11
12
13 14