LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 239.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+239.36%
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
AVUV icon
351
Avantis US Small Cap Value ETF
AVUV
$23.6B
$9.46K ﹤0.01%
95
-73
MELI icon
352
Mercado Libre
MELI
$87.1B
$9.35K ﹤0.01%
4
GE icon
353
GE Aerospace
GE
$306B
$9.33K ﹤0.01%
31
-10
PFE icon
354
Pfizer
PFE
$162B
$8.97K ﹤0.01%
352
+47
BBJP icon
355
JPMorgan BetaBuilders Japan ETF
BBJP
$15.4B
$8.95K ﹤0.01%
135
EMB icon
356
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$8.95K ﹤0.01%
94
+75
VEU icon
357
Vanguard FTSE All-World ex-US ETF
VEU
$59.1B
$8.92K ﹤0.01%
125
VCIT icon
358
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.5B
$8.92K ﹤0.01%
106
JXN icon
359
Jackson Financial
JXN
$7.38B
$8.91K ﹤0.01%
88
SIVR icon
360
abrdn Physical Silver Shares ETF
SIVR
$5.15B
$8.9K ﹤0.01%
+200
XLI icon
361
State Street Industrial Select Sector SPDR ETF
XLI
$28.7B
$8.79K ﹤0.01%
57
+30
FANG icon
362
Diamondback Energy
FANG
$53.6B
$8.73K ﹤0.01%
61
+1
AEP icon
363
American Electric Power
AEP
$71.6B
$8.66K ﹤0.01%
+77
AR icon
364
Antero Resources
AR
$12.6B
$8.66K ﹤0.01%
258
+3
COIN icon
365
Coinbase
COIN
$45.7B
$8.44K ﹤0.01%
25
-1
HALO icon
366
Halozyme
HALO
$7.75B
$8.44K ﹤0.01%
115
BFH icon
367
Bread Financial
BFH
$3.17B
$8.42K ﹤0.01%
+151
MRVL icon
368
Marvell Technology
MRVL
$93.3B
$8.41K ﹤0.01%
100
PSTG icon
369
Everpure, Inc.
PSTG
$20.2B
$8.38K ﹤0.01%
100
SPXV icon
370
ProShares S&P 500 ex-Health Care ETF
SPXV
$34.4M
$8.07K ﹤0.01%
110
ABT icon
371
Abbott
ABT
$178B
$8.04K ﹤0.01%
60
-17
XSMO icon
372
Invesco S&P SmallCap Momentum ETF
XSMO
$2.31B
$7.95K ﹤0.01%
108
-1,136
HSBC icon
373
HSBC
HSBC
$293B
$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
$222M
$7.7K ﹤0.01%
163
-2
13 14
15
16 17