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
$201M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.54M
3
+$2.17M
4
WDC icon
Western Digital
WDC
+$1.93M
5
SNDK
Sandisk
SNDK
+$1.39M

Top Sells

1
+$4.41M
2
+$3.67M
3
+$2.6M
4
NEOV icon
NeoVolta
NEOV
+$1.34M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.13M

Sector Composition

1 Industrials 9.33%
2 Financials 7.28%
3 Technology 4.9%
4 Energy 1.94%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HAS icon
426
Hasbro
HAS
$11.9B
$14.2K 0.01%
+152
ITOT icon
427
iShares Core S&P Total US Stock Market ETF
ITOT
$91.1B
$13.8K 0.01%
+97
FE icon
428
FirstEnergy
FE
$26.9B
$13.7K 0.01%
271
+169
ABM icon
429
ABM Industries
ABM
$2.49B
$13.7K 0.01%
356
AR icon
430
Antero Resources
AR
$11B
$13.7K 0.01%
323
+65
SCHD icon
431
Schwab US Dividend Equity ETF
SCHD
$94.2B
$13.5K 0.01%
441
+230
PLRZ
432
Polyrizon Ltd
PLRZ
$24.3M
$13.4K 0.01%
+1,150
ORLY icon
433
O'Reilly Automotive
ORLY
$74.9B
$13.2K 0.01%
143
+52
O icon
434
Realty Income
O
$56.7B
$13.2K 0.01%
216
-79
KNOV
435
Innovator U.S. Small Cap Power Buffer ETF - November
KNOV
$108M
$13.1K 0.01%
458
ROP icon
436
Roper Technologies
ROP
$33.5B
$13.1K 0.01%
37
BBJP icon
437
JPMorgan BetaBuilders Japan ETF
BBJP
$16.9B
$13K 0.01%
188
+53
WSM icon
438
Williams-Sonoma
WSM
$24.1B
$12.8K 0.01%
70
KMB icon
439
Kimberly-Clark
KMB
$32.9B
$12.6K 0.01%
131
+71
JMST icon
440
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.36B
$12.4K 0.01%
244
-130
CLGN icon
441
CollPlant Biotechnologies
CLGN
$5.35M
$12.4K 0.01%
23,179
+19,707
SLVR
442
Sprott Silver Miners & Physical Silver ETF
SLVR
$705M
$12.3K 0.01%
+208
KKR icon
443
KKR & Co
KKR
$83.9B
$12.3K 0.01%
133
+61
LGOV icon
444
First Trust Long Duration Opportunities ETF
LGOV
$656M
$12.2K 0.01%
566
HYD icon
445
VanEck High Yield Muni ETF
HYD
$4.3B
$12.1K 0.01%
+242
SPHQ icon
446
Invesco S&P 500 Quality ETF
SPHQ
$18.7B
$11.8K 0.01%
157
AVUS icon
447
Avantis US Equity ETF
AVUS
$13B
$11.8K 0.01%
+106
EQIX icon
448
Equinix
EQIX
$107B
$11.8K 0.01%
12
+7
MLI icon
449
Mueller Industries
MLI
$14.7B
$11.7K 0.01%
106
CB icon
450
Chubb
CB
$127B
$11.7K 0.01%
36
+24
16 17
18
19 20