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
626
$940 ﹤0.01%
40
-10
627
$938 ﹤0.01%
+28
628
$935 ﹤0.01%
22
629
$930 ﹤0.01%
14
630
$916 ﹤0.01%
17
-23
631
$914 ﹤0.01%
10
632
$902 ﹤0.01%
15
633
$895 ﹤0.01%
44
634
$876 ﹤0.01%
50
635
$849 ﹤0.01%
6
636
$825 ﹤0.01%
10
-10
637
$812 ﹤0.01%
18
638
$808 ﹤0.01%
4
639
$807 ﹤0.01%
16
640
$796 ﹤0.01%
28
+11
641
$782 ﹤0.01%
3
642
$777 ﹤0.01%
2
643
$756 ﹤0.01%
20
644
$752 ﹤0.01%
27
645
$751 ﹤0.01%
258
646
$738 ﹤0.01%
12
+5
647
$736 ﹤0.01%
11
648
$732 ﹤0.01%
26
-25
649
$729 ﹤0.01%
19
650
$724 ﹤0.01%
7
24 25
26
27 28