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
601
$1.18K ﹤0.01%
5
602
$1.16K ﹤0.01%
20
603
$1.16K ﹤0.01%
+4
604
$1.15K ﹤0.01%
+930
605
$1.15K ﹤0.01%
+32
606
$1.14K ﹤0.01%
150
607
$1.13K ﹤0.01%
2
608
$1.12K ﹤0.01%
47
+18
609
$1.11K ﹤0.01%
43
610
$1.1K ﹤0.01%
+97
611
$1.09K ﹤0.01%
45
612
$1.09K ﹤0.01%
+98
613
$1.06K ﹤0.01%
24
614
$1.06K ﹤0.01%
33
615
$1.04K ﹤0.01%
+12
616
$1.02K ﹤0.01%
22
617
$1.02K ﹤0.01%
12
618
$1.02K ﹤0.01%
6
619
$1.01K ﹤0.01%
10
620
$1.01K ﹤0.01%
20
621
$987 ﹤0.01%
4
-4
622
$975 ﹤0.01%
28
623
$966 ﹤0.01%
32
624
$961 ﹤0.01%
34
625
$954 ﹤0.01%
33
23 24
25
26 27