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
551
$1.83K ﹤0.01%
17
552
$1.82K ﹤0.01%
89
553
$1.79K ﹤0.01%
17
554
$1.79K ﹤0.01%
23
555
$1.78K ﹤0.01%
21
556
$1.76K ﹤0.01%
26
-30
557
$1.7K ﹤0.01%
+80
558
$1.7K ﹤0.01%
+40
559
$1.7K ﹤0.01%
50
560
$1.68K ﹤0.01%
38
561
$1.67K ﹤0.01%
16
-17
562
$1.63K ﹤0.01%
112
563
$1.62K ﹤0.01%
72
564
$1.61K ﹤0.01%
+24
565
$1.61K ﹤0.01%
16
566
$1.59K ﹤0.01%
13
567
$1.59K ﹤0.01%
+207
568
$1.59K ﹤0.01%
19
-17
569
$1.59K ﹤0.01%
11
-61
570
$1.59K ﹤0.01%
12
571
$1.56K ﹤0.01%
8
572
$1.56K ﹤0.01%
56
573
$1.55K ﹤0.01%
14
574
$1.55K ﹤0.01%
2
575
$1.53K ﹤0.01%
24
21 22
23
24 25