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
AVUV icon
351
Avantis US Small Cap Value ETF
AVUV
$20.3B
$9.46K ﹤0.01%
95
-73
MELI icon
352
Mercado Libre
MELI
$102B
$9.35K ﹤0.01%
4
GE icon
353
GE Aerospace
GE
$304B
$9.33K ﹤0.01%
31
-10
PFE icon
354
Pfizer
PFE
$147B
$8.97K ﹤0.01%
352
+47
BBJP icon
355
JPMorgan BetaBuilders Japan ETF
BBJP
$15B
$8.95K ﹤0.01%
135
EMB icon
356
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
$8.95K ﹤0.01%
94
+75
VEU icon
357
Vanguard FTSE All-World ex-US ETF
VEU
$53.1B
$8.92K ﹤0.01%
125
VCIT icon
358
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$8.92K ﹤0.01%
106
JXN icon
359
Jackson Financial
JXN
$7.2B
$8.91K ﹤0.01%
88
SIVR icon
360
abrdn Physical Silver Shares ETF
SIVR
$4.37B
$8.9K ﹤0.01%
+200
XLI icon
361
State Street Industrial Select Sector SPDR ETF
XLI
$25.2B
$8.79K ﹤0.01%
57
+30
FANG icon
362
Diamondback Energy
FANG
$45B
$8.73K ﹤0.01%
61
+1
AEP icon
363
American Electric Power
AEP
$61B
$8.66K ﹤0.01%
+77
AR icon
364
Antero Resources
AR
$11.1B
$8.66K ﹤0.01%
258
+3
COIN icon
365
Coinbase
COIN
$72.5B
$8.44K ﹤0.01%
25
-1
HALO icon
366
Halozyme
HALO
$7.28B
$8.44K ﹤0.01%
115
BFH icon
367
Bread Financial
BFH
$3.39B
$8.42K ﹤0.01%
+151
MRVL icon
368
Marvell Technology
MRVL
$75.8B
$8.41K ﹤0.01%
100
PSTG icon
369
Pure Storage
PSTG
$25.1B
$8.38K ﹤0.01%
100
SPXV icon
370
ProShares S&P 500 ex-Health Care ETF
SPXV
$35M
$8.07K ﹤0.01%
110
ABT icon
371
Abbott
ABT
$214B
$8.04K ﹤0.01%
60
-17
XSMO icon
372
Invesco S&P SmallCap Momentum ETF
XSMO
$2.08B
$7.95K ﹤0.01%
108
-1,136
HSBC icon
373
HSBC
HSBC
$258B
$7.88K ﹤0.01%
111
-33
CMCSA icon
374
Comcast
CMCSA
$101B
$7.76K ﹤0.01%
247
+200
BFEB icon
375
Innovator US Equity Buffer ETF February
BFEB
$163M
$7.7K ﹤0.01%
163
-2
13 14
15
16 17