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
701
$374 ﹤0.01%
8
-105
702
$367 ﹤0.01%
16
703
$363 ﹤0.01%
3
704
$363 ﹤0.01%
25
705
$362 ﹤0.01%
7
-32
706
$359 ﹤0.01%
100
707
$355 ﹤0.01%
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708
$341 ﹤0.01%
3
709
$337 ﹤0.01%
+10
710
$337 ﹤0.01%
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$330 ﹤0.01%
+47
712
$326 ﹤0.01%
8
713
$324 ﹤0.01%
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714
$313 ﹤0.01%
5
715
$311 ﹤0.01%
+5
716
$310 ﹤0.01%
20
717
$303 ﹤0.01%
9
718
$301 ﹤0.01%
10
719
$300 ﹤0.01%
100
720
$297 ﹤0.01%
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721
$292 ﹤0.01%
+30
722
$267 ﹤0.01%
10
723
$267 ﹤0.01%
3
724
$260 ﹤0.01%
4
725
$254 ﹤0.01%
3
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