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
651
$717 ﹤0.01%
15
652
$705 ﹤0.01%
48
653
$694 ﹤0.01%
2
654
$691 ﹤0.01%
5
655
$680 ﹤0.01%
7
656
$679 ﹤0.01%
15
657
$676 ﹤0.01%
37
658
$675 ﹤0.01%
4
659
$670 ﹤0.01%
4
660
$659 ﹤0.01%
+5
661
$652 ﹤0.01%
+11
662
$649 ﹤0.01%
45
-1,477
663
$647 ﹤0.01%
2
664
$639 ﹤0.01%
23
665
$636 ﹤0.01%
4
666
$633 ﹤0.01%
3
667
$622 ﹤0.01%
7
668
$594 ﹤0.01%
3
669
$593 ﹤0.01%
20
670
$584 ﹤0.01%
+9
671
$539 ﹤0.01%
24
672
$531 ﹤0.01%
4
+3
673
$526 ﹤0.01%
7
674
$515 ﹤0.01%
10
675
$509 ﹤0.01%
6
25 26
27
28 29