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
BBCA icon
376
JPMorgan BetaBuilders Canada ETF
BBCA
$9.44B
$7.68K ﹤0.01%
88
IJJ icon
377
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.12B
$7.65K ﹤0.01%
+59
IWN icon
378
iShares Russell 2000 Value ETF
IWN
$12.3B
$7.6K ﹤0.01%
+43
BEN icon
379
Franklin Resources
BEN
$12.3B
$7.59K ﹤0.01%
328
SPLV icon
380
Invesco S&P 500 Low Volatility ETF
SPLV
$7.43B
$7.5K ﹤0.01%
102
-28
KMB icon
381
Kimberly-Clark
KMB
$34.2B
$7.46K ﹤0.01%
60
UPS icon
382
United Parcel Service
UPS
$85.4B
$7.35K ﹤0.01%
+88
BBY icon
383
Best Buy
BBY
$15.3B
$7.34K ﹤0.01%
97
VPL icon
384
Vanguard FTSE Pacific ETF
VPL
$8.51B
$7.29K ﹤0.01%
83
PDBC icon
385
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.62B
$7.28K ﹤0.01%
+542
AXON icon
386
Axon Enterprise
AXON
$43.3B
$7.18K ﹤0.01%
10
+7
GS icon
387
Goldman Sachs
GS
$268B
$7.17K ﹤0.01%
9
-4
BLDR icon
388
Builders FirstSource
BLDR
$11.6B
$7.15K ﹤0.01%
59
IWD icon
389
iShares Russell 1000 Value ETF
IWD
$70B
$7.13K ﹤0.01%
35
WEC icon
390
WEC Energy
WEC
$34.2B
$7.11K ﹤0.01%
62
NVMI icon
391
Nova
NVMI
$9.67B
$7.03K ﹤0.01%
22
TIP icon
392
iShares TIPS Bond ETF
TIP
$14B
$7.01K ﹤0.01%
+63
ICMB icon
393
Investcorp Credit Management BDC
ICMB
$40.1M
$6.95K ﹤0.01%
2,500
CI icon
394
Cigna
CI
$73.8B
$6.92K ﹤0.01%
24
TWO
395
Two Harbors Investment
TWO
$1.04B
$6.91K ﹤0.01%
700
XLP icon
396
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$6.74K ﹤0.01%
86
+59
EMQQ icon
397
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$366M
$6.69K ﹤0.01%
+144
SLB icon
398
SLB Ltd
SLB
$58B
$6.6K ﹤0.01%
192
ACM icon
399
Aecom
ACM
$12.9B
$6.52K ﹤0.01%
50
NFLX icon
400
Netflix
NFLX
$397B
$6.43K ﹤0.01%
50
-180
14 15
16
17 18