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
FTAI icon
476
FTAI Aviation
FTAI
$18.7B
$3.34K ﹤0.01%
20
MDYV icon
477
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.48B
$3.34K ﹤0.01%
40
SLVM icon
478
Sylvamo
SLVM
$1.96B
$3.27K ﹤0.01%
74
-7
CW icon
479
Curtiss-Wright
CW
$21B
$3.26K ﹤0.01%
6
JBL icon
480
Jabil
JBL
$25B
$3.26K ﹤0.01%
15
-7
JAAA icon
481
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$3.25K ﹤0.01%
64
-286
ONTO icon
482
Onto Innovation
ONTO
$7.96B
$3.23K ﹤0.01%
25
XDEC icon
483
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$200M
$3.21K ﹤0.01%
80
INO icon
484
Inovio Pharmaceuticals
INO
$146M
$3.17K ﹤0.01%
+1,356
IPAC icon
485
iShares Core MSCI Pacific ETF
IPAC
$1.98B
$3.16K ﹤0.01%
43
DAX icon
486
Global X DAX Germany ETF
DAX
$274M
$3.13K ﹤0.01%
70
IUSG icon
487
iShares Core S&P US Growth ETF
IUSG
$26B
$3.13K ﹤0.01%
19
KO icon
488
Coca-Cola
KO
$297B
$3.11K ﹤0.01%
47
+7
MDB icon
489
MongoDB
MDB
$34.2B
$3.1K ﹤0.01%
10
BFJL
490
FT Vest Bitcoin Strategy Floor15 ETF - July
BFJL
$3.74M
$3.1K ﹤0.01%
+150
TFII icon
491
TFI International
TFII
$8.45B
$3.08K ﹤0.01%
35
GDXU icon
492
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$2.07B
$3.07K ﹤0.01%
15
+5
ON icon
493
ON Semiconductor
ON
$22.5B
$3.06K ﹤0.01%
62
MATX icon
494
Matsons
MATX
$3.82B
$3.06K ﹤0.01%
31
F icon
495
Ford
F
$54.3B
$3.04K ﹤0.01%
254
BTE icon
496
Baytex Energy
BTE
$2.34B
$2.98K ﹤0.01%
1,273
+71
SXI icon
497
Standex International
SXI
$3.02B
$2.97K ﹤0.01%
14
CCL icon
498
Carnival Corp
CCL
$36.6B
$2.89K ﹤0.01%
100
CSHI icon
499
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$749M
$2.88K ﹤0.01%
58
+56
MDT icon
500
Medtronic
MDT
$128B
$2.86K ﹤0.01%
30
18 19
20
21 22