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
326
$11.5K 0.01%
157
-93
327
$11.2K 0.01%
16
328
$11.2K 0.01%
152
-4
329
$11.1K 0.01%
254
+212
330
$11K 0.01%
+100
331
$10.9K ﹤0.01%
26
332
$10.9K ﹤0.01%
31
-5
333
$10.8K ﹤0.01%
190
334
$10.8K ﹤0.01%
120
-22
335
$10.7K ﹤0.01%
97
336
$10.6K ﹤0.01%
106
337
$10.4K ﹤0.01%
156
338
$10.3K ﹤0.01%
191
339
$10.3K ﹤0.01%
195
340
$10.1K ﹤0.01%
203
341
$10.1K ﹤0.01%
500
342
$10.1K ﹤0.01%
147
343
$10.1K ﹤0.01%
+319
344
$10K ﹤0.01%
3,639
+3,000
345
$10K ﹤0.01%
37
346
$9.82K ﹤0.01%
33
347
$9.75K ﹤0.01%
270
348
$9.73K ﹤0.01%
343
349
$9.68K ﹤0.01%
+600
350
$9.53K ﹤0.01%
200
12 13
14
15 16