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
101
$153K 0.07%
4,198
+21
102
$152K 0.07%
833
-99
103
$152K 0.07%
17,011
+998
104
$150K 0.07%
+728
105
$147K 0.07%
2,925
+14
106
$145K 0.07%
4,421
+1,936
107
$144K 0.07%
33,091
108
$142K 0.06%
2,846
109
$141K 0.06%
3,038
-278
110
$139K 0.06%
2,744
111
$138K 0.06%
2,405
-173
112
$132K 0.06%
2,006
+353
113
$131K 0.06%
469
+48
114
$125K 0.06%
187
115
$122K 0.06%
388
-8
116
$121K 0.05%
2,773
-49
117
$121K 0.05%
860
-40
118
$120K 0.05%
9,382
-8
119
$113K 0.05%
154
-4
120
$112K 0.05%
4,627
+183
121
$108K 0.05%
1,802
-351
122
$107K 0.05%
2,062
-448
123
$106K 0.05%
430
-70
124
$104K 0.05%
3,189
+11
125
$103K 0.05%
+4,111
3 4
5
6 7