LWMI
Legacy Wealth Management (Idaho) Portfolio holdings
AUM
$209M
1-Year Est. Return
239.36%
This Fund
S&P 500
1 Year Est. Return
+239.36%
AUM
$221M
AUM Growth
+$32M
(+17%)
Holding
836
Top Buys
| 1 | +$5.78M | |
| 2 | +$4.16M | |
| 3 | +$4.13M | |
| 4 |
STEX
Streamex Corp
STEX
|
+$3.7M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$3.65M |
Top Sells
| 1 | +$9.82M | |
| 2 | +$5.03M | |
| 3 | +$4.47M | |
| 4 |
USCF Gold Strategy Plus Income Fund
USG
|
+$3.91M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
826
Vanguard Information Technology ETF
VGT
$106B
| – | – |
-9
|
|
||
827
Vanguard Dividend Appreciation ETF
VIG
$99.4B
| – | – |
-41
|
|
||
828
Vertiv
VRT
$99.2B
| – | – |
-1
|
|
||
|
WBA
829
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-275
|
|
||
830
WidePoint Corp
WYY
$49.2M
| – | – |
-100
|
|
||
831
State Street Materials Select Sector SPDR ETF
XLB
$6.63B
| – | – |
-46
|
|