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
476
$3.34K ﹤0.01%
20
477
$3.34K ﹤0.01%
40
478
$3.27K ﹤0.01%
74
-7
479
$3.26K ﹤0.01%
6
480
$3.26K ﹤0.01%
15
-7
481
$3.25K ﹤0.01%
64
-286
482
$3.23K ﹤0.01%
25
483
$3.21K ﹤0.01%
80
484
$3.17K ﹤0.01%
+1,356
485
$3.16K ﹤0.01%
43
486
$3.13K ﹤0.01%
70
487
$3.13K ﹤0.01%
19
488
$3.11K ﹤0.01%
47
+7
489
$3.1K ﹤0.01%
10
490
$3.1K ﹤0.01%
+150
491
$3.08K ﹤0.01%
35
492
$3.07K ﹤0.01%
15
+5
493
$3.06K ﹤0.01%
62
494
$3.06K ﹤0.01%
31
495
$3.04K ﹤0.01%
254
496
$2.98K ﹤0.01%
1,273
+71
497
$2.97K ﹤0.01%
14
498
$2.89K ﹤0.01%
100
499
$2.88K ﹤0.01%
58
+56
500
$2.86K ﹤0.01%
30
18 19
20
21 22