LWMI
Legacy Wealth Management (Idaho) Portfolio holdings
AUM
$189M
This Quarter Return
+0.15%
1 Year Return
+285.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$164M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.35%
Holding
698
New
698
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NeoVolta
NEOV
|
$17.8M |
| 2 |
ProShares Bitcoin Strategy ETF
BITO
|
$14.2M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$12.1M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$10.9M |
| 5 |
Simplify Volatility Premium ETF
SVOL
|
$10.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 11.27% |
| 2 | Energy | 6.21% |
| 3 | Financials | 5.47% |
| 4 | Technology | 2.53% |
| 5 | Consumer Discretionary | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
CleanSpark
CLSK
$2.66B
| $375 | ﹤0.01% |
+25
| New | +$375 |
|
627
GigaCloud Technology
GCT
$997M
| $368 | ﹤0.01% |
+17
| New | +$368 |
|
628
Vishay Intertechnology
VSH
$2.1B
| $360 | ﹤0.01% |
+22
| New | +$360 |
|
629
United States Oil Fund
USO
$967M
| $354 | ﹤0.01% |
+5
| New | +$354 |
|
630
CrowdStrike
CRWD
$106B
| $348 | ﹤0.01% |
+1
| New | +$348 |
|
631
Arrow Electronics
ARW
$6.51B
| $344 | ﹤0.01% |
+3
| New | +$344 |
|
632
SPDR S&P Aerospace & Defense ETF
XAR
$3.97B
| $343 | ﹤0.01% |
+2
| New | +$343 |
|
633
Asana
ASAN
$3.44B
| $339 | ﹤0.01% |
+23
| New | +$339 |
|
634
Louisiana-Pacific
LPX
$6.62B
| $335 | ﹤0.01% |
+3
| New | +$335 |
|
635
GE Vernova
GEV
$167B
| $334 | ﹤0.01% |
+1
| New | +$334 |
|
636
Mondelez International
MDLZ
$79.5B
| $330 | ﹤0.01% |
+5
| New | +$330 |
|
637
Lucid Motors
LCID
$6.08B
| $327 | ﹤0.01% |
+150
| New | +$327 |
|
638
Intel
INTC
$107B
| $324 | ﹤0.01% |
+13
| New | +$324 |
|
639
Boston Beer
SAM
$2.41B
| $324 | ﹤0.01% |
+1
| New | +$324 |
|
640
Ambac
AMBC
$419M
| $323 | ﹤0.01% |
+25
| New | +$323 |
|
641
Navigator Holdings
NVGS
$1.08B
| $318 | ﹤0.01% |
+20
| New | +$318 |
|
642
Supernus Pharmaceuticals
SUPN
$2.53B
| $303 | ﹤0.01% |
+8
| New | +$303 |
|
643
BTC Digital
BTCT
$24.4M
| $301 | ﹤0.01% |
+17
| New | +$301 |
|
644
Saic
SAIC
$5.52B
| $297 | ﹤0.01% |
+2
| New | +$297 |
|
645
Mr. Cooper
COOP
$12.1B
| $294 | ﹤0.01% |
+3
| New | +$294 |
|
646
Traeger
COOK
$171M
| $294 | ﹤0.01% |
+100
| New | +$294 |
|
647
BP
BP
$90.8B
| $286 | ﹤0.01% |
+10
| New | +$286 |
|
648
Fox Class A
FOXA
$26.6B
| $281 | ﹤0.01% |
+6
| New | +$281 |
|
649
Ameren
AEE
$27B
| $275 | ﹤0.01% |
+3
| New | +$275 |
|
650
Hyliion Holdings
HYLN
$295M
| $270 | ﹤0.01% |
+100
| New | +$270 |
|