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
501
$2.83K ﹤0.01%
26
502
$2.79K ﹤0.01%
25
+2
503
$2.73K ﹤0.01%
5
504
$2.73K ﹤0.01%
60
505
$2.71K ﹤0.01%
105
506
$2.7K ﹤0.01%
59
507
$2.66K ﹤0.01%
64
-37
508
$2.63K ﹤0.01%
26
-28
509
$2.63K ﹤0.01%
65
+4
510
$2.58K ﹤0.01%
17
511
$2.54K ﹤0.01%
9
512
$2.48K ﹤0.01%
34
513
$2.46K ﹤0.01%
+17
514
$2.44K ﹤0.01%
27
515
$2.44K ﹤0.01%
18
516
$2.42K ﹤0.01%
48
+3
517
$2.4K ﹤0.01%
57
-34
518
$2.37K ﹤0.01%
75
519
$2.36K ﹤0.01%
33
520
$2.33K ﹤0.01%
233
521
$2.28K ﹤0.01%
24
522
$2.28K ﹤0.01%
300
523
$2.25K ﹤0.01%
241
524
$2.24K ﹤0.01%
29
525
$2.24K ﹤0.01%
32
-6
19 20
21
22 23