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
576
$1.51K ﹤0.01%
+49
577
$1.5K ﹤0.01%
+30
578
$1.49K ﹤0.01%
16
579
$1.48K ﹤0.01%
275
-100
580
$1.48K ﹤0.01%
14
+10
581
$1.46K ﹤0.01%
20
582
$1.43K ﹤0.01%
219
583
$1.43K ﹤0.01%
10
-7
584
$1.41K ﹤0.01%
17
585
$1.4K ﹤0.01%
4
586
$1.38K ﹤0.01%
4
587
$1.38K ﹤0.01%
10
588
$1.31K ﹤0.01%
26
589
$1.3K ﹤0.01%
8
590
$1.29K ﹤0.01%
52
591
$1.28K ﹤0.01%
+12
592
$1.27K ﹤0.01%
25
593
$1.26K ﹤0.01%
+15
594
$1.26K ﹤0.01%
22
595
$1.24K ﹤0.01%
+9
596
$1.22K ﹤0.01%
+16
597
$1.22K ﹤0.01%
12
-45
598
$1.21K ﹤0.01%
18
599
$1.2K ﹤0.01%
9
600
$1.2K ﹤0.01%
65
+57
22 23
24
25 26