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
CGGE
576
Capital Group Global Equity ETF
CGGE
$1.39B
$1.51K ﹤0.01%
+49
VTEB icon
577
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
$1.5K ﹤0.01%
+30
BJ icon
578
BJs Wholesale Club
BJ
$11.7B
$1.49K ﹤0.01%
16
AUR icon
579
Aurora
AUR
$8.71B
$1.48K ﹤0.01%
275
-100
QTUM icon
580
Defiance Quantum ETF
QTUM
$3.2B
$1.48K ﹤0.01%
14
+10
IAU icon
581
iShares Gold Trust
IAU
$66B
$1.46K ﹤0.01%
20
OBE
582
Obsidian Energy
OBE
$412M
$1.43K ﹤0.01%
219
HOOD icon
583
Robinhood
HOOD
$122B
$1.43K ﹤0.01%
10
-7
CORT icon
584
Corcept Therapeutics
CORT
$8.97B
$1.41K ﹤0.01%
17
EG icon
585
Everest Group
EG
$13.2B
$1.4K ﹤0.01%
4
IDCC icon
586
InterDigital
IDCC
$9.26B
$1.38K ﹤0.01%
4
TER icon
587
Teradyne
TER
$31.9B
$1.38K ﹤0.01%
10
EWC icon
588
iShares MSCI Canada ETF
EWC
$3.6B
$1.31K ﹤0.01%
26
NRG icon
589
NRG Energy
NRG
$32.2B
$1.3K ﹤0.01%
8
SNOV icon
590
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$112M
$1.29K ﹤0.01%
52
MUB icon
591
iShares National Muni Bond ETF
MUB
$41.5B
$1.28K ﹤0.01%
+12
BTC
592
Grayscale Bitcoin Mini Trust ETF
BTC
$4.04B
$1.27K ﹤0.01%
25
NEM icon
593
Newmont
NEM
$103B
$1.26K ﹤0.01%
+15
GMED icon
594
Globus Medical
GMED
$11.7B
$1.26K ﹤0.01%
22
VT icon
595
Vanguard Total World Stock ETF
VT
$59B
$1.24K ﹤0.01%
+9
GLDM icon
596
SPDR Gold MiniShares Trust
GLDM
$24.1B
$1.22K ﹤0.01%
+16
DECK icon
597
Deckers Outdoor
DECK
$14.7B
$1.22K ﹤0.01%
12
-45
CTSH icon
598
Cognizant
CTSH
$40.2B
$1.21K ﹤0.01%
18
HIG icon
599
Hartford Financial Services
HIG
$36.3B
$1.2K ﹤0.01%
9
QUBT icon
600
Quantum Computing Inc
QUBT
$2.81B
$1.2K ﹤0.01%
65
+57
22 23
24
25 26