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
301
$14.5K 0.01%
63
+5
302
$14.4K 0.01%
300
303
$14.3K 0.01%
1,000
304
$14.2K 0.01%
523
305
$14.1K 0.01%
100
306
$14.1K 0.01%
+301
307
$14K 0.01%
186
308
$14K 0.01%
91
-10
309
$13.7K 0.01%
800
+400
310
$13.7K 0.01%
114
+86
311
$13.6K 0.01%
50
312
$13.6K 0.01%
153
-5
313
$13.4K 0.01%
120
314
$12.9K 0.01%
158
+100
315
$12.8K 0.01%
26
316
$12.6K 0.01%
458
317
$12.6K 0.01%
43
318
$12.3K 0.01%
566
319
$12.3K 0.01%
50
320
$12.2K 0.01%
126
-284
321
$12.1K 0.01%
133
+72
322
$12.1K 0.01%
86
323
$11.8K 0.01%
77
324
$11.5K 0.01%
214
+164
325
$11.5K 0.01%
36
11 12
13
14 15