LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $221M
1-Year Est. Return 299.77%
This Quarter Est. Return
1 Year Est. Return
+299.77%
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
+$6.38M
2
+$4.25M
3
+$4.16M
4
YGLD
Simplify Gold Strategy PLUS Income ETF
YGLD
+$3.95M
5
STEX
Streamex Corp
STEX
+$3.91M

Top Sells

1
+$10M
2
+$5.07M
3
+$4.22M
4
USG icon
USCF Gold Strategy Plus Income Fund
USG
+$4.19M
5
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$2.28M

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
RNR icon
676
RenaissanceRe
RNR
$12.2B
$508 ﹤0.01%
2
-5
IGLD icon
677
FT Vest Gold Strategy Target Income ETF
IGLD
$436M
$506 ﹤0.01%
21
PBJ icon
678
Invesco Food & Beverage ETF
PBJ
$98.6M
$505 ﹤0.01%
+11
CCJ icon
679
Cameco
CCJ
$39.6B
$504 ﹤0.01%
6
MRK icon
680
Merck
MRK
$246B
$504 ﹤0.01%
6
-10
XRPI
681
Volatility Shares Trust XRP ETF
XRPI
$161M
$502 ﹤0.01%
+29
LYV icon
682
Live Nation Entertainment
LYV
$32.1B
$491 ﹤0.01%
3
CRH icon
683
CRH
CRH
$84.7B
$480 ﹤0.01%
4
LNG icon
684
Cheniere Energy
LNG
$43.2B
$470 ﹤0.01%
+2
SBDS
685
Solo Brands Inc
SBDS
$13.6M
$469 ﹤0.01%
+31
MMM icon
686
3M
MMM
$87.1B
$466 ﹤0.01%
3
OHI icon
687
Omega Healthcare
OHI
$13.5B
$465 ﹤0.01%
11
CRDO icon
688
Credo Technology Group
CRDO
$32.3B
$437 ﹤0.01%
+3
TSN icon
689
Tyson Foods
TSN
$19.8B
$435 ﹤0.01%
8
NEWZ
690
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ
$18M
$429 ﹤0.01%
15
IGLB icon
691
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.76B
$413 ﹤0.01%
8
TXN icon
692
Texas Instruments
TXN
$164B
$412 ﹤0.01%
2
-5
QYLD icon
693
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.04B
$409 ﹤0.01%
24
SPXU icon
694
ProShares UltraPro Short S&P 500
SPXU
$453M
$406 ﹤0.01%
8
USRT icon
695
iShares Core US REIT ETF
USRT
$3.26B
$406 ﹤0.01%
7
CGMM
696
Capital Group U.S. Small and Mid Cap ETF
CGMM
$1.02B
$398 ﹤0.01%
14
FTV icon
697
Fortive
FTV
$17.2B
$392 ﹤0.01%
8
SUPN icon
698
Supernus Pharmaceuticals
SUPN
$2.7B
$383 ﹤0.01%
8
FOXA icon
699
Fox Class A
FOXA
$30.7B
$379 ﹤0.01%
6
HYLN icon
700
Hyliion Holdings
HYLN
$327M
$375 ﹤0.01%
190
26 27
28
29 30