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
676
$508 ﹤0.01%
2
-5
677
$506 ﹤0.01%
21
678
$505 ﹤0.01%
+11
679
$504 ﹤0.01%
6
-10
680
$504 ﹤0.01%
6
681
$502 ﹤0.01%
+29
682
$491 ﹤0.01%
3
683
$480 ﹤0.01%
4
684
$470 ﹤0.01%
+2
685
$469 ﹤0.01%
+31
686
$466 ﹤0.01%
3
687
$465 ﹤0.01%
11
688
$437 ﹤0.01%
+3
689
$435 ﹤0.01%
8
690
$429 ﹤0.01%
15
691
$413 ﹤0.01%
8
692
$412 ﹤0.01%
2
-5
693
$409 ﹤0.01%
24
694
$406 ﹤0.01%
8
695
$406 ﹤0.01%
7
696
$398 ﹤0.01%
14
697
$392 ﹤0.01%
8
698
$383 ﹤0.01%
8
699
$379 ﹤0.01%
6
700
$375 ﹤0.01%
190
26 27
28
29 30