LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 236.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+236.07%
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
ETH
401
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.59B
$6.39K ﹤0.01%
163
CVX icon
402
Chevron
CVX
$362B
$6.37K ﹤0.01%
41
QMFE
403
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$29.2M
$6.3K ﹤0.01%
291
STLD icon
404
Steel Dynamics
STLD
$29.7B
$6.13K ﹤0.01%
44
NVO icon
405
Novo Nordisk
NVO
$221B
$6.05K ﹤0.01%
109
SPGM icon
406
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.5B
$5.99K ﹤0.01%
80
DASH icon
407
DoorDash
DASH
$80B
$5.98K ﹤0.01%
22
+14
PFG icon
408
Principal Financial Group
PFG
$21.2B
$5.97K ﹤0.01%
72
ISRG icon
409
Intuitive Surgical
ISRG
$175B
$5.81K ﹤0.01%
13
VVX icon
410
V2X
VVX
$2.16B
$5.81K ﹤0.01%
100
XLC icon
411
State Street Communication Services Select Sector SPDR ETF
XLC
$27B
$5.8K ﹤0.01%
49
-52
APLD icon
412
Applied Digital
APLD
$10.7B
$5.74K ﹤0.01%
250
ACGL icon
413
Arch Capital
ACGL
$34.9B
$5.72K ﹤0.01%
63
TROW icon
414
T. Rowe Price
TROW
$21B
$5.65K ﹤0.01%
55
SANM icon
415
Sanmina
SANM
$8.29B
$5.64K ﹤0.01%
49
RDDT icon
416
Reddit
RDDT
$27.1B
$5.52K ﹤0.01%
24
TW icon
417
Tradeweb Markets
TW
$24.6B
$5.44K ﹤0.01%
49
GROY icon
418
Gold Royalty Corp
GROY
$1.01B
$5.4K ﹤0.01%
1,400
SOUN icon
419
SoundHound AI
SOUN
$3.75B
$5.4K ﹤0.01%
+336
DYNF icon
420
BlackRock US Equity Factor Rotation ETF
DYNF
$32.5B
$5.39K ﹤0.01%
+91
SHOP icon
421
Shopify
SHOP
$157B
$5.35K ﹤0.01%
36
+20
PRDO icon
422
Perdoceo Education
PRDO
$2.02B
$5.35K ﹤0.01%
142
LLY icon
423
Eli Lilly
LLY
$941B
$5.34K ﹤0.01%
7
RCMT icon
424
RCM Technologies
RCMT
$141M
$5.31K ﹤0.01%
200
PFGC icon
425
Performance Food Group
PFGC
$14.6B
$5.31K ﹤0.01%
51