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
451
$4.24K ﹤0.01%
200
452
$4.24K ﹤0.01%
27
-11
453
$4.23K ﹤0.01%
47
454
$4.19K ﹤0.01%
80
455
$4.17K ﹤0.01%
74
456
$4.07K ﹤0.01%
16
-26
457
$4.06K ﹤0.01%
53
458
$4K ﹤0.01%
132
459
$4K ﹤0.01%
79
460
$3.94K ﹤0.01%
98
-28
461
$3.8K ﹤0.01%
8
462
$3.8K ﹤0.01%
119
-100
463
$3.79K ﹤0.01%
20
464
$3.77K ﹤0.01%
18
465
$3.74K ﹤0.01%
137
+100
466
$3.7K ﹤0.01%
300
467
$3.69K ﹤0.01%
150
468
$3.69K ﹤0.01%
6
469
$3.69K ﹤0.01%
18
470
$3.67K ﹤0.01%
41
-15
471
$3.63K ﹤0.01%
18
472
$3.61K ﹤0.01%
+210
473
$3.52K ﹤0.01%
25
474
$3.42K ﹤0.01%
24
475
$3.39K ﹤0.01%
36
17 18
19
20 21