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
376
$7.68K ﹤0.01%
88
377
$7.65K ﹤0.01%
+59
378
$7.6K ﹤0.01%
+43
379
$7.59K ﹤0.01%
328
380
$7.5K ﹤0.01%
102
-28
381
$7.46K ﹤0.01%
60
382
$7.35K ﹤0.01%
+88
383
$7.34K ﹤0.01%
97
384
$7.29K ﹤0.01%
83
385
$7.28K ﹤0.01%
+542
386
$7.18K ﹤0.01%
10
+7
387
$7.17K ﹤0.01%
9
-4
388
$7.15K ﹤0.01%
59
389
$7.13K ﹤0.01%
35
390
$7.11K ﹤0.01%
62
391
$7.03K ﹤0.01%
22
392
$7.01K ﹤0.01%
+63
393
$6.95K ﹤0.01%
2,500
394
$6.92K ﹤0.01%
24
395
$6.91K ﹤0.01%
700
396
$6.74K ﹤0.01%
86
+59
397
$6.69K ﹤0.01%
+144
398
$6.6K ﹤0.01%
192
399
$6.52K ﹤0.01%
50
400
$6.43K ﹤0.01%
50
-180
14 15
16
17 18