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
$201M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.54M
3
+$2.17M
4
WDC icon
Western Digital
WDC
+$1.93M
5
SNDK
Sandisk
SNDK
+$1.39M

Top Sells

1
+$4.41M
2
+$3.67M
3
+$2.6M
4
NEOV icon
NeoVolta
NEOV
+$1.34M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.13M

Sector Composition

1 Industrials 9.33%
2 Financials 7.28%
3 Technology 4.9%
4 Energy 1.94%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRU icon
476
Prudential Financial
PRU
$36.3B
$10.2K 0.01%
+104
CRWD icon
477
CrowdStrike
CRWD
$171B
$10.2K 0.01%
26
-4
EMR icon
478
Emerson Electric
EMR
$77.4B
$9.96K 0.01%
76
+40
NOW icon
479
ServiceNow
NOW
$116B
$9.93K ﹤0.01%
95
+15
SNPS icon
480
Synopsys
SNPS
$89B
$9.91K ﹤0.01%
25
+1
OHI icon
481
Omega Healthcare
OHI
$13.2B
$9.86K ﹤0.01%
225
QMFE
482
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$50.4M
$9.83K ﹤0.01%
443
+152
VIST icon
483
Vista Energy
VIST
$8.29B
$9.81K ﹤0.01%
130
PAAS icon
484
Pan American Silver
PAAS
$20B
$9.78K ﹤0.01%
+179
EZPZ
485
Franklin Crypto Index ETF
EZPZ
$8.91M
$9.71K ﹤0.01%
+564
SPHY icon
486
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11B
$9.7K ﹤0.01%
+416
STWD icon
487
Starwood Property Trust
STWD
$6.32B
$9.68K ﹤0.01%
+562
XLV icon
488
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$9.68K ﹤0.01%
66
-20
XLU icon
489
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$9.64K ﹤0.01%
210
NFLX icon
490
Netflix
NFLX
$346B
$9.58K ﹤0.01%
100
+46
FJUL icon
491
FT Vest US Equity Buffer ETF July
FJUL
$1.17B
$9.58K ﹤0.01%
175
NVMI
492
Nova
NVMI
$15.1B
$9.55K ﹤0.01%
22
AFL icon
493
Aflac
AFL
$60.2B
$9.54K ﹤0.01%
87
+20
PSEC icon
494
Prospect Capital
PSEC
$1.12B
$9.5K ﹤0.01%
3,639
DXCM icon
495
DexCom
DXCM
$28.1B
$9.42K ﹤0.01%
150
VEU icon
496
Vanguard FTSE All-World ex-US ETF
VEU
$64.2B
$9.39K ﹤0.01%
125
AMT icon
497
American Tower
AMT
$90.4B
$9.32K ﹤0.01%
54
-86
JNJ icon
498
Johnson & Johnson
JNJ
$560B
$9.29K ﹤0.01%
+38
SCHE icon
499
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$9.23K ﹤0.01%
+280
CALM icon
500
Cal-Maine
CALM
$3.58B
$9.18K ﹤0.01%
116
18 19
20
21 22