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
351
$9.46K ﹤0.01%
95
-73
352
$9.35K ﹤0.01%
4
353
$9.33K ﹤0.01%
31
-10
354
$8.97K ﹤0.01%
352
+47
355
$8.95K ﹤0.01%
135
356
$8.95K ﹤0.01%
94
+75
357
$8.92K ﹤0.01%
125
358
$8.92K ﹤0.01%
106
359
$8.91K ﹤0.01%
88
360
$8.9K ﹤0.01%
+200
361
$8.79K ﹤0.01%
57
+30
362
$8.73K ﹤0.01%
61
+1
363
$8.66K ﹤0.01%
+77
364
$8.66K ﹤0.01%
258
+3
365
$8.44K ﹤0.01%
25
-1
366
$8.44K ﹤0.01%
115
367
$8.42K ﹤0.01%
+151
368
$8.41K ﹤0.01%
100
369
$8.38K ﹤0.01%
100
370
$8.07K ﹤0.01%
110
371
$8.04K ﹤0.01%
60
-17
372
$7.95K ﹤0.01%
108
-1,136
373
$7.88K ﹤0.01%
111
-33
374
$7.76K ﹤0.01%
247
+200
375
$7.7K ﹤0.01%
163
-2
13 14
15
16 17