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
ETH
401
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$6.39K ﹤0.01%
163
CVX icon
402
Chevron
CVX
$391B
$6.37K ﹤0.01%
41
QMFE
403
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$48.1M
$6.3K ﹤0.01%
291
STLD icon
404
Steel Dynamics
STLD
$26.5B
$6.13K ﹤0.01%
44
NVO icon
405
Novo Nordisk
NVO
$162B
$6.05K ﹤0.01%
109
SPGM icon
406
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.45B
$5.99K ﹤0.01%
80
DASH icon
407
DoorDash
DASH
$65.4B
$5.98K ﹤0.01%
22
+14
PFG icon
408
Principal Financial Group
PFG
$19.5B
$5.97K ﹤0.01%
72
ISRG icon
409
Intuitive Surgical
ISRG
$165B
$5.81K ﹤0.01%
13
VVX icon
410
V2X
VVX
$2.17B
$5.81K ﹤0.01%
100
XLC icon
411
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
$5.8K ﹤0.01%
49
-52
APLD icon
412
Applied Digital
APLD
$6.85B
$5.74K ﹤0.01%
250
ACGL icon
413
Arch Capital
ACGL
$34B
$5.72K ﹤0.01%
63
TROW icon
414
T. Rowe Price
TROW
$19.6B
$5.65K ﹤0.01%
55
SANM icon
415
Sanmina
SANM
$7.11B
$5.64K ﹤0.01%
49
RDDT icon
416
Reddit
RDDT
$26B
$5.52K ﹤0.01%
24
TW icon
417
Tradeweb Markets
TW
$25.2B
$5.44K ﹤0.01%
49
GROY icon
418
Gold Royalty Corp
GROY
$859M
$5.4K ﹤0.01%
1,400
SOUN icon
419
SoundHound AI
SOUN
$2.82B
$5.4K ﹤0.01%
+336
DYNF icon
420
BlackRock US Equity Factor Rotation ETF
DYNF
$30.2B
$5.39K ﹤0.01%
+91
SHOP icon
421
Shopify
SHOP
$155B
$5.35K ﹤0.01%
36
+20
PRDO icon
422
Perdoceo Education
PRDO
$2.36B
$5.35K ﹤0.01%
142
LLY icon
423
Eli Lilly
LLY
$853B
$5.34K ﹤0.01%
7
RCMT icon
424
RCM Technologies
RCMT
$142M
$5.31K ﹤0.01%
200
PFGC icon
425
Performance Food Group
PFGC
$13.2B
$5.31K ﹤0.01%
51