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
LTBR icon
451
Lightbridge
LTBR
$500M
$4.24K ﹤0.01%
200
CAH icon
452
Cardinal Health
CAH
$47.1B
$4.24K ﹤0.01%
27
-11
SRE icon
453
Sempra
SRE
$57.8B
$4.23K ﹤0.01%
47
BROS icon
454
Dutch Bros
BROS
$7.77B
$4.19K ﹤0.01%
80
BBAX icon
455
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.58B
$4.17K ﹤0.01%
74
VB icon
456
Vanguard Small-Cap ETF
VB
$70B
$4.07K ﹤0.01%
16
-26
WRB icon
457
W.R. Berkley
WRB
$26.3B
$4.06K ﹤0.01%
53
SPSB icon
458
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.28B
$4K ﹤0.01%
132
HRB icon
459
H&R Block
HRB
$5.48B
$4K ﹤0.01%
79
GWX icon
460
SPDR S&P International Small Cap ETF
GWX
$790M
$3.94K ﹤0.01%
98
-28
LIN icon
461
Linde
LIN
$194B
$3.8K ﹤0.01%
8
LUV icon
462
Southwest Airlines
LUV
$21.3B
$3.8K ﹤0.01%
119
-100
RSP icon
463
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$3.79K ﹤0.01%
20
VXF icon
464
Vanguard Extended Market ETF
VXF
$25.3B
$3.77K ﹤0.01%
18
SCHD icon
465
Schwab US Dividend Equity ETF
SCHD
$71.4B
$3.74K ﹤0.01%
137
+100
QS icon
466
QuantumScape
QS
$7.1B
$3.7K ﹤0.01%
300
NCLH icon
467
Norwegian Cruise Line
NCLH
$9.5B
$3.69K ﹤0.01%
150
GEV icon
468
GE Vernova
GEV
$182B
$3.69K ﹤0.01%
6
AMAT icon
469
Applied Materials
AMAT
$206B
$3.69K ﹤0.01%
18
TLT icon
470
iShares 20+ Year Treasury Bond ETF
TLT
$48.3B
$3.67K ﹤0.01%
41
-15
MMC icon
471
Marsh & McLennan
MMC
$91.2B
$3.63K ﹤0.01%
18
USAR
472
USA Rare Earth Inc
USAR
$2.37B
$3.61K ﹤0.01%
+210
EXR icon
473
Extra Space Storage
EXR
$28.5B
$3.52K ﹤0.01%
25
VSS icon
474
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.62B
$3.42K ﹤0.01%
24
CALM icon
475
Cal-Maine
CALM
$4.21B
$3.39K ﹤0.01%
36
17 18
19
20 21