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
ABBV icon
301
AbbVie
ABBV
$394B
$14.5K 0.01%
63
+5
SMCI icon
302
Super Micro Computer
SMCI
$20B
$14.4K 0.01%
300
PPLT icon
303
abrdn Physical Platinum Shares ETF
PPLT
$2.16B
$14.3K 0.01%
100
HPQ icon
304
HP
HPQ
$23.7B
$14.2K 0.01%
523
ARM icon
305
Arm
ARM
$144B
$14.1K 0.01%
100
AMLP icon
306
Alerian MLP ETF
AMLP
$10.6B
$14.1K 0.01%
+301
NEE icon
307
NextEra Energy
NEE
$170B
$14K 0.01%
186
PG icon
308
Procter & Gamble
PG
$330B
$14K 0.01%
91
-10
ET icon
309
Energy Transfer Partners
ET
$56.5B
$13.7K 0.01%
800
+400
XLY icon
310
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$12.2B
$13.7K 0.01%
57
+43
APD icon
311
Air Products & Chemicals
APD
$53.8B
$13.6K 0.01%
50
AVDV icon
312
Avantis International Small Cap Value ETF
AVDV
$14.9B
$13.6K 0.01%
153
-5
WPM icon
313
Wheaton Precious Metals
WPM
$53.8B
$13.4K 0.01%
120
OMC icon
314
Omnicom Group
OMC
$25.5B
$12.9K 0.01%
158
+100
CRWD icon
315
CrowdStrike
CRWD
$131B
$12.8K 0.01%
26
KNOV
316
Innovator U.S. Small Cap Power Buffer ETF - November
KNOV
$49.1M
$12.6K 0.01%
458
VOT icon
317
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$12.6K 0.01%
43
LGOV icon
318
First Trust Long Duration Opportunities ETF
LGOV
$671M
$12.3K 0.01%
566
ADI icon
319
Analog Devices
ADI
$137B
$12.3K 0.01%
50
IWR icon
320
iShares Russell Mid-Cap ETF
IWR
$46.9B
$12.2K 0.01%
126
-284
VNQ icon
321
Vanguard Real Estate ETF
VNQ
$33.7B
$12.1K 0.01%
133
+72
PEP icon
322
PepsiCo
PEP
$203B
$12.1K 0.01%
86
KCE icon
323
State Street SPDR S&P Capital Markets ETF
KCE
$548M
$11.8K 0.01%
77
XLF icon
324
State Street Financial Select Sector SPDR ETF
XLF
$53.3B
$11.5K 0.01%
214
+164
IWO icon
325
iShares Russell 2000 Growth ETF
IWO
$13.7B
$11.5K 0.01%
36
11 12
13
14 15