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
76
$332K 0.15%
5,087
+466
77
$324K 0.15%
645
+364
78
$323K 0.15%
87,507
+5,503
79
$307K 0.14%
3,810
80
$302K 0.14%
6,343
+138
81
$270K 0.12%
1,112
+228
82
$264K 0.12%
2,342
-72
83
$261K 0.12%
4,496
-911
84
$260K 0.12%
7,258
-1,974
85
$259K 0.12%
9,866
+3,739
86
$251K 0.11%
2,489
-897
87
$249K 0.11%
721
+213
88
$229K 0.1%
9,105
+635
89
$224K 0.1%
2,490
+361
90
$212K 0.1%
4,962
-126
91
$198K 0.09%
1,692
-168
92
$191K 0.09%
252
93
$184K 0.08%
756
-150
94
$176K 0.08%
534
+24
95
$176K 0.08%
5,390
+121
96
$172K 0.08%
2,315
-55
97
$171K 0.08%
4,972
98
$170K 0.08%
+6,408
99
$166K 0.08%
2,117
+1,388
100
$161K 0.07%
1,352
+29
2 3
4
5 6