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
401
$6.39K ﹤0.01%
163
402
$6.37K ﹤0.01%
41
403
$6.3K ﹤0.01%
291
404
$6.13K ﹤0.01%
44
405
$6.05K ﹤0.01%
109
406
$5.99K ﹤0.01%
80
407
$5.98K ﹤0.01%
22
+14
408
$5.97K ﹤0.01%
72
409
$5.81K ﹤0.01%
13
410
$5.81K ﹤0.01%
100
411
$5.8K ﹤0.01%
49
-52
412
$5.74K ﹤0.01%
250
413
$5.72K ﹤0.01%
63
414
$5.65K ﹤0.01%
55
415
$5.64K ﹤0.01%
49
416
$5.52K ﹤0.01%
24
417
$5.44K ﹤0.01%
49
418
$5.4K ﹤0.01%
1,400
419
$5.4K ﹤0.01%
+336
420
$5.39K ﹤0.01%
+91
421
$5.35K ﹤0.01%
36
+20
422
$5.35K ﹤0.01%
142
423
$5.34K ﹤0.01%
7
424
$5.31K ﹤0.01%
200
425
$5.31K ﹤0.01%
51
15 16
17
18 19