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
726
$242 ﹤0.01%
17
727
$235 ﹤0.01%
12
728
$230 ﹤0.01%
9
729
$226 ﹤0.01%
1
730
$225 ﹤0.01%
9
731
$222 ﹤0.01%
3
732
$212 ﹤0.01%
1
733
$210 ﹤0.01%
15
734
$209 ﹤0.01%
25
735
$204 ﹤0.01%
5
736
$204 ﹤0.01%
10
737
$199 ﹤0.01%
2
738
$197 ﹤0.01%
8
739
$197 ﹤0.01%
2
740
$185 ﹤0.01%
5
741
$185 ﹤0.01%
11
742
$175 ﹤0.01%
3
743
$163 ﹤0.01%
+2
744
$162 ﹤0.01%
3
745
$160 ﹤0.01%
1
746
$159 ﹤0.01%
13
747
$142 ﹤0.01%
5
748
$124 ﹤0.01%
2
749
$123 ﹤0.01%
5
750
$122 ﹤0.01%
2
28 29
30
31 32