LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 239.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+239.36%
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
DRI icon
276
Darden Restaurants
DRI
$22.1B
$17.8K 0.01%
94
STX icon
277
Seagate
STX
$94.8B
$17.7K 0.01%
75
CRM icon
278
Salesforce
CRM
$172B
$17.5K 0.01%
74
-4
O icon
279
Realty Income
O
$57.7B
$17.5K 0.01%
288
+88
EQT icon
280
EQT Corp
EQT
$38.1B
$17.3K 0.01%
318
+2
RTX icon
281
RTX Corp
RTX
$262B
$17.2K 0.01%
103
-4
CSX icon
282
CSX Corp
CSX
$77.1B
$16.9K 0.01%
477
ADBE icon
283
Adobe
ADBE
$97.6B
$16.9K 0.01%
48
VBR icon
284
Vanguard Small-Cap Value ETF
VBR
$32.6B
$16.9K 0.01%
81
-2
AXP icon
285
American Express
AXP
$207B
$16.6K 0.01%
50
NRES icon
286
Xtrackers RREEF Global Natural Resources ETF
NRES
$38.1M
$16.5K 0.01%
601
WSO icon
287
Watsco Inc
WSO
$15.3B
$16.2K 0.01%
40
PANW icon
288
Palo Alto Networks
PANW
$130B
$16.1K 0.01%
79
FNF icon
289
Fidelity National Financial
FNF
$12.5B
$15.9K 0.01%
263
-8
VLO icon
290
Valero Energy
VLO
$72.2B
$15.8K 0.01%
93
EXG icon
291
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.71B
$15.4K 0.01%
+1,687
LOW icon
292
Lowe's Companies
LOW
$132B
$15.3K 0.01%
61
-19
VWO icon
293
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$15.3K 0.01%
282
-133
CEG icon
294
Constellation Energy
CEG
$101B
$15.1K 0.01%
46
+9
CAIE
295
Calamos Autocallable Income ETF
CAIE
$758M
$15.1K 0.01%
551
+543
APP icon
296
Applovin
APP
$131B
$15.1K 0.01%
21
+4
XLV icon
297
State Street Health Care Select Sector SPDR ETF
XLV
$39.1B
$15K 0.01%
108
+42
RWL icon
298
Invesco S&P 500 Revenue ETF
RWL
$8.12B
$14.9K 0.01%
+135
SNPS icon
299
Synopsys
SNPS
$76B
$14.8K 0.01%
30
-9
SPGI icon
300
S&P Global
SPGI
$127B
$14.6K 0.01%
30
10 11
12
13 14