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
26
$1.9M 0.86%
75,599
-201,255
27
$1.85M 0.84%
+140,820
28
$1.75M 0.79%
18,130
+3,732
29
$1.74M 0.79%
48,489
+6,889
30
$1.73M 0.78%
25,704
+3,989
31
$1.72M 0.78%
37,477
+1,607
32
$1.57M 0.71%
17,596
+2,609
33
$1.56M 0.7%
32,845
+3,188
34
$1.53M 0.69%
23,506
+1,222
35
$1.52M 0.69%
19,956
+19,656
36
$1.51M 0.68%
21,992
-10,464
37
$1.49M 0.67%
2,229
+404
38
$1.46M 0.66%
13,212
+4,349
39
$1.45M 0.66%
4,500
40
$1.34M 0.61%
43,143
+40,569
41
$1.31M 0.59%
49,255
-6,081
42
$1.28M 0.58%
25,407
+2,115
43
$1.24M 0.56%
22,120
-12,560
44
$1.24M 0.56%
3,485
+3,295
45
$1.19M 0.54%
+55,710
46
$1.03M 0.46%
3,127
-421
47
$1.02M 0.46%
4,023
-556
48
$1.01M 0.46%
5,439
+187
49
$976K 0.44%
4,447
+327
50
$930K 0.42%
+16,996
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