LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $221M
1-Year Est. Return 299.77%
This Quarter Est. Return
1 Year Est. Return
+299.77%
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
USIG icon
426
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$5.28K ﹤0.01%
101
TDG icon
427
TransDigm Group
TDG
$72.9B
$5.27K ﹤0.01%
4
GILD icon
428
Gilead Sciences
GILD
$149B
$5.22K ﹤0.01%
47
SLDP icon
429
Solid Power
SLDP
$938M
$5.21K ﹤0.01%
1,500
VGK icon
430
Vanguard FTSE Europe ETF
VGK
$28.8B
$5.19K ﹤0.01%
65
RGTI icon
431
Rigetti Computing
RGTI
$8.53B
$4.95K ﹤0.01%
166
+32
AG icon
432
First Majestic Silver
AG
$7.81B
$4.92K ﹤0.01%
400
+200
LEN icon
433
Lennar Class A
LEN
$29.5B
$4.92K ﹤0.01%
39
DKNG icon
434
DraftKings
DKNG
$17.7B
$4.86K ﹤0.01%
130
HEI icon
435
HEICO Corp
HEI
$43.2B
$4.84K ﹤0.01%
15
EMR icon
436
Emerson Electric
EMR
$76.8B
$4.72K ﹤0.01%
36
KBH icon
437
KB Home
KBH
$4.25B
$4.71K ﹤0.01%
74
VST icon
438
Vistra
VST
$57.6B
$4.7K ﹤0.01%
24
BBAI icon
439
BigBear.ai
BBAI
$2.79B
$4.7K ﹤0.01%
+721
FE icon
440
FirstEnergy
FE
$25.6B
$4.67K ﹤0.01%
102
NOW icon
441
ServiceNow
NOW
$179B
$4.6K ﹤0.01%
5
TTD icon
442
Trade Desk
TTD
$17.7B
$4.51K ﹤0.01%
92
VICI icon
443
VICI Properties
VICI
$30.6B
$4.5K ﹤0.01%
138
+100
VIST icon
444
Vista Energy
VIST
$5.16B
$4.47K ﹤0.01%
130
SBS icon
445
Sabesp
SBS
$17.2B
$4.41K ﹤0.01%
177
WHR icon
446
Whirlpool
WHR
$4.36B
$4.4K ﹤0.01%
56
RWO icon
447
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$4.39K ﹤0.01%
96
SLV icon
448
iShares Silver Trust
SLV
$31.8B
$4.37K ﹤0.01%
103
+63
SPTM icon
449
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$4.36K ﹤0.01%
54
TCPC icon
450
BlackRock TCP Capital
TCPC
$515M
$4.34K ﹤0.01%
+700