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
51
$879K 0.4%
+37,751
52
$798K 0.36%
30,877
+3,354
53
$748K 0.34%
28,880
-1,432
54
$745K 0.34%
31,415
+2,762
55
$740K 0.33%
11,378
+10,385
56
$709K 0.32%
9,332
+1,130
57
$707K 0.32%
9,353
+8,010
58
$694K 0.31%
16,156
-3,001
59
$642K 0.29%
4,252
+505
60
$636K 0.29%
12,901
+878
61
$616K 0.28%
25,841
+3,624
62
$597K 0.27%
6,180
+747
63
$595K 0.27%
28,731
+1,640
64
$592K 0.27%
5,295
+700
65
$551K 0.25%
1,064
+19
66
$541K 0.24%
23,582
+2,638
67
$524K 0.24%
3,803
+433
68
$479K 0.22%
18,300
+2,026
69
$447K 0.2%
8,978
+8,090
70
$437K 0.2%
472
+49
71
$436K 0.2%
22,736
+3,625
72
$417K 0.19%
937
-215
73
$406K 0.18%
4,045
-446
74
$404K 0.18%
+4,585
75
$397K 0.18%
+662
1 2
3
4 5