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
$201M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.54M
3
+$2.17M
4
WDC icon
Western Digital
WDC
+$1.93M
5
SNDK
Sandisk
SNDK
+$1.39M

Top Sells

1
+$4.41M
2
+$3.67M
3
+$2.6M
4
NEOV icon
NeoVolta
NEOV
+$1.34M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.13M

Sector Composition

1 Industrials 9.33%
2 Financials 7.28%
3 Technology 4.9%
4 Energy 1.94%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLD icon
926
Prologis
PLD
$134B
$529 ﹤0.01%
+4
KLAR
927
Klarna Group
KLAR
$6.61B
$524 ﹤0.01%
+40
MICC
928
The Magnum Ice Cream Company N.V.
MICC
$10.4B
$524 ﹤0.01%
35
QUBT icon
929
Quantum Computing Inc
QUBT
$2.52B
$514 ﹤0.01%
75
+10
EETH icon
930
ProShares Ether Strategy ETF
EETH
$47.7M
$511 ﹤0.01%
20
GEHC icon
931
GE HealthCare
GEHC
$29B
$499 ﹤0.01%
7
INSM icon
932
Insmed
INSM
$22.7B
$491 ﹤0.01%
3
SSNC icon
933
SS&C Technologies
SSNC
$16.7B
$473 ﹤0.01%
7
NSIT icon
934
Insight Enterprises
NSIT
$3.59B
$470 ﹤0.01%
7
-9
FTV icon
935
Fortive
FTV
$18.7B
$443 ﹤0.01%
8
LPX icon
936
Louisiana-Pacific
LPX
$4.98B
$437 ﹤0.01%
6
-11
FLNA
937
Filana Therapeutics
FLNA
$67.6M
$437 ﹤0.01%
258
BITX icon
938
2x Bitcoin Strategy ETF
BITX
$697M
$429 ﹤0.01%
29
CRH icon
939
CRH
CRH
$71.2B
$421 ﹤0.01%
4
NEWZ
940
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ
$18.4M
$416 ﹤0.01%
15
CLX icon
941
Clorox
CLX
$10.8B
$415 ﹤0.01%
4
-1
NET icon
942
Cloudflare
NET
$95B
$413 ﹤0.01%
2
QYLD icon
943
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$412 ﹤0.01%
24
CGMM
944
Capital Group U.S. Small and Mid Cap ETF
CGMM
$2.7B
$412 ﹤0.01%
14
AMPH icon
945
Amphastar Pharmaceuticals
AMPH
$825M
$412 ﹤0.01%
21
-38
RYAAY icon
946
Ryanair
RYAAY
$29.7B
$405 ﹤0.01%
7
IJK icon
947
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$403 ﹤0.01%
4
SPXU icon
948
ProShares UltraPro Short S&P 500
SPXU
$499M
$398 ﹤0.01%
7
VSH icon
949
Vishay Intertechnology
VSH
$8.67B
$396 ﹤0.01%
22
NVGS icon
950
Navigator Holdings
NVGS
$1.34B
$387 ﹤0.01%
20
36 37
38
39 40