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
426
$5.28K ﹤0.01%
101
427
$5.27K ﹤0.01%
4
428
$5.22K ﹤0.01%
47
429
$5.21K ﹤0.01%
1,500
430
$5.19K ﹤0.01%
65
431
$4.95K ﹤0.01%
166
+32
432
$4.92K ﹤0.01%
400
+200
433
$4.92K ﹤0.01%
39
434
$4.86K ﹤0.01%
130
435
$4.84K ﹤0.01%
15
436
$4.72K ﹤0.01%
36
437
$4.71K ﹤0.01%
74
438
$4.7K ﹤0.01%
24
439
$4.7K ﹤0.01%
+721
440
$4.67K ﹤0.01%
102
441
$4.6K ﹤0.01%
25
442
$4.51K ﹤0.01%
92
443
$4.5K ﹤0.01%
138
+100
444
$4.47K ﹤0.01%
130
445
$4.41K ﹤0.01%
913
446
$4.4K ﹤0.01%
56
447
$4.39K ﹤0.01%
96
448
$4.37K ﹤0.01%
103
+63
449
$4.36K ﹤0.01%
54
450
$4.34K ﹤0.01%
+700
16 17
18
19 20