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
SPEM icon
701
SPDR Portfolio Emerging Markets ETF
SPEM
$15.5B
$374 ﹤0.01%
8
-105
FCEF icon
702
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$65.4M
$367 ﹤0.01%
16
ARW icon
703
Arrow Electronics
ARW
$5.82B
$363 ﹤0.01%
3
CLSK icon
704
CleanSpark
CLSK
$3.55B
$363 ﹤0.01%
25
BAC icon
705
Bank of America
BAC
$394B
$362 ﹤0.01%
7
-32
IRBT icon
706
iRobot
IRBT
$101M
$359 ﹤0.01%
100
CPRX icon
707
Catalyst Pharmaceutical
CPRX
$2.85B
$355 ﹤0.01%
18
NSIT icon
708
Insight Enterprises
NSIT
$2.6B
$341 ﹤0.01%
3
STAG icon
709
STAG Industrial
STAG
$7.12B
$337 ﹤0.01%
+10
VSH icon
710
Vishay Intertechnology
VSH
$2.07B
$337 ﹤0.01%
22
ADAM
711
Adamas Trust
ADAM
$642M
$330 ﹤0.01%
+47
PPC icon
712
Pilgrim's Pride
PPC
$9.12B
$326 ﹤0.01%
8
SCHP icon
713
Schwab US TIPS ETF
SCHP
$14.6B
$324 ﹤0.01%
12
MDLZ icon
714
Mondelez International
MDLZ
$70.7B
$313 ﹤0.01%
5
CMA icon
715
Comerica
CMA
$10.7B
$311 ﹤0.01%
+5
NVGS icon
716
Navigator Holdings
NVGS
$1.16B
$310 ﹤0.01%
20
MRP
717
Millrose Properties Inc
MRP
$5.16B
$303 ﹤0.01%
9
KD icon
718
Kyndryl
KD
$5.94B
$301 ﹤0.01%
10
BTBT icon
719
Bit Digital
BTBT
$712M
$300 ﹤0.01%
100
QBTS icon
720
D-Wave Quantum
QBTS
$10.2B
$297 ﹤0.01%
12
AGNC icon
721
AGNC Investment
AGNC
$11.3B
$292 ﹤0.01%
+30
AMPH icon
722
Amphastar Pharmaceuticals
AMPH
$1.2B
$267 ﹤0.01%
10
LPX icon
723
Louisiana-Pacific
LPX
$5.89B
$267 ﹤0.01%
3
CRSP icon
724
CRISPR Therapeutics
CRSP
$5.47B
$260 ﹤0.01%
4
CSGP icon
725
CoStar Group
CSGP
$28.1B
$254 ﹤0.01%
3