LWMI

Legacy Wealth Management (Idaho) Portfolio holdings

AUM $209M
1-Year Est. Return 236.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+236.07%
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
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.8B
$374 ﹤0.01%
8
-105
FCEF icon
702
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$69.6M
$367 ﹤0.01%
16
ARW icon
703
Arrow Electronics
ARW
$8.08B
$363 ﹤0.01%
3
CLSK icon
704
CleanSpark
CLSK
$2.61B
$363 ﹤0.01%
25
BAC icon
705
Bank of America
BAC
$409B
$362 ﹤0.01%
7
-32
IRBT
706
DELISTED
iRobot
IRBT
$359 ﹤0.01%
100
CPRX icon
707
Catalyst Pharmaceutical
CPRX
$3.04B
$355 ﹤0.01%
18
NSIT icon
708
Insight Enterprises
NSIT
$2.82B
$341 ﹤0.01%
3
STAG icon
709
STAG Industrial
STAG
$7.32B
$337 ﹤0.01%
+10
VSH icon
710
Vishay Intertechnology
VSH
$2.72B
$337 ﹤0.01%
22
ADAM
711
Adamas Trust
ADAM
$703M
$330 ﹤0.01%
+47
PPC icon
712
Pilgrim's Pride
PPC
$10.2B
$326 ﹤0.01%
8
SCHP icon
713
Schwab US TIPS ETF
SCHP
$15.2B
$324 ﹤0.01%
12
MDLZ icon
714
Mondelez International
MDLZ
$76.3B
$313 ﹤0.01%
5
CMA
715
DELISTED
Comerica
CMA
$311 ﹤0.01%
+5
NVGS icon
716
Navigator Holdings
NVGS
$1.2B
$310 ﹤0.01%
20
MRP
717
Millrose Properties Inc
MRP
$5.23B
$303 ﹤0.01%
9
KD icon
718
Kyndryl
KD
$2.49B
$301 ﹤0.01%
10
BTBT icon
719
Bit Digital
BTBT
$586M
$300 ﹤0.01%
100
QBTS icon
720
D-Wave Quantum
QBTS
$7.88B
$297 ﹤0.01%
12
AGNC icon
721
AGNC Investment
AGNC
$12.5B
$292 ﹤0.01%
+30
AMPH icon
722
Amphastar Pharmaceuticals
AMPH
$1.31B
$267 ﹤0.01%
10
LPX icon
723
Louisiana-Pacific
LPX
$6.74B
$267 ﹤0.01%
3
CRSP icon
724
CRISPR Therapeutics
CRSP
$4.66B
$260 ﹤0.01%
4
CSGP icon
725
CoStar Group
CSGP
$21B
$254 ﹤0.01%
3