LWMI
Legacy Wealth Management (Idaho) Portfolio holdings
AUM
$221M
1-Year Est. Return
299.77%
1 Year Est. Return
+299.77%
AUM
$221M
AUM Growth
+$32M
(+17%)
Holding
836
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 |
USCF Gold Strategy Plus Income Fund
USG
|
+$4.19M |
| 5 |
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% |
