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
526
$2.2K ﹤0.01%
23
527
$2.19K ﹤0.01%
+16
528
$2.15K ﹤0.01%
20
529
$2.13K ﹤0.01%
79
530
$2.11K ﹤0.01%
28
531
$2.1K ﹤0.01%
11
-2
532
$2.08K ﹤0.01%
58
533
$2.07K ﹤0.01%
18
534
$2.05K ﹤0.01%
31
-127
535
$2.04K ﹤0.01%
66
536
$2.02K ﹤0.01%
22
537
$2.01K ﹤0.01%
18
538
$2K ﹤0.01%
21
539
$2K ﹤0.01%
50
+6
540
$1.98K ﹤0.01%
44
+2
541
$1.97K ﹤0.01%
14
542
$1.97K ﹤0.01%
7
543
$1.95K ﹤0.01%
42
-92
544
$1.94K ﹤0.01%
4
545
$1.93K ﹤0.01%
250
546
$1.93K ﹤0.01%
114
+2
547
$1.93K ﹤0.01%
25
548
$1.88K ﹤0.01%
111
549
$1.87K ﹤0.01%
+274
550
$1.86K ﹤0.01%
38
20 21
22
23 24