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 Healthcare 19.84%
2 Industrials 11.5%
3 Technology 6.5%
4 Financials 4.9%
5 Energy 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARHS icon
776
Arhaus
ARHS
$1.49B
– –
-70
ARQT icon
777
Arcutis Biotherapeutics
ARQT
$3.82B
– –
-360
BITX icon
778
2x Bitcoin Strategy ETF
BITX
$1.53B
– –
-13
BLBD icon
779
Blue Bird Corp
BLBD
$1.63B
– –
-200
BMY icon
780
Bristol-Myers Squibb
BMY
$106B
– –
-30
SLAI
781
SOLAI Ltd
SLAI
$26.5M
– –
-375
BUFG icon
782
FT Vest Buffered Allocation Growth ETF
BUFG
$293M
– –
-44
CELH icon
783
Celsius Holdings
CELH
$10.8B
– –
-6
CHPT icon
784
ChargePoint
CHPT
$244M
– –
-1
CHRW icon
785
C.H. Robinson
CHRW
$18.6B
– –
-11
COMP icon
786
Compass
COMP
$5.8B
– –
-100
COR icon
787
Cencora
COR
$65.9B
– –
-4
MYSE
788
Myseum Inc
MYSE
$10.7M
– –
-40
DGRO icon
789
iShares Core Dividend Growth ETF
DGRO
$35.7B
– –
-354
DON icon
790
WisdomTree US MidCap Dividend Fund
DON
$3.74B
– –
-355
EBAY icon
791
eBay
EBAY
$37.3B
– –
-22
EELV icon
792
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$413M
– –
-375
FMC icon
793
FMC
FMC
$1.66B
– –
-15
FTNT icon
794
Fortinet
FTNT
$64.6B
– –
-16
GM icon
795
General Motors
GM
$70.9B
– –
-45
HWM icon
796
Howmet Aerospace
HWM
$76.9B
– –
-3
HYBB icon
797
iShares BB Rated Corporate Bond ETF
HYBB
$448M
– –
-320
IAGG icon
798
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
– –
-394
IAK icon
799
iShares US Insurance ETF
IAK
$501M
– –
-27
INDA icon
800
iShares MSCI India ETF
INDA
$9.56B
– –
-90
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