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
SOFI icon
126
SoFi Technologies
SOFI
$33.5B
$97.8K 0.04%
3,702
+378
UPRO icon
127
ProShares UltraPro S&P 500
UPRO
$4.96B
$92.3K 0.04%
828
+128
IEFA icon
128
iShares Core MSCI EAFE ETF
IEFA
$161B
$92.3K 0.04%
1,057
SPUU icon
129
Direxion Daily S&P 500 Bull 2X Shares
SPUU
$241M
$92.2K 0.04%
513
+31
DUSB icon
130
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.63B
$92.1K 0.04%
1,813
CBXJ
131
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
CBXJ
$21.5M
$90.1K 0.04%
3,248
-2,303
ETN icon
132
Eaton
ETN
$131B
$89.1K 0.04%
238
-11
V icon
133
Visa
V
$639B
$86.7K 0.04%
254
-4
SM icon
134
SM Energy
SM
$2.3B
$85.5K 0.04%
3,425
+125
IWB icon
135
iShares Russell 1000 ETF
IWB
$45.7B
$84.8K 0.04%
232
BIV icon
136
Vanguard Intermediate-Term Bond ETF
BIV
$26.7B
$84.6K 0.04%
1,083
-123
VTV icon
137
Vanguard Value ETF
VTV
$155B
$83.4K 0.04%
447
-231
ASML icon
138
ASML
ASML
$427B
$78.4K 0.04%
81
-7
VXUS icon
139
Vanguard Total International Stock ETF
VXUS
$115B
$77.1K 0.03%
+1,050
INTU icon
140
Intuit
INTU
$187B
$73.8K 0.03%
108
CTRA icon
141
Coterra Energy
CTRA
$20.9B
$68.5K 0.03%
2,898
+339
AMD icon
142
Advanced Micro Devices
AMD
$355B
$66.8K 0.03%
413
+8
HDV icon
143
iShares Core High Dividend ETF
HDV
$11.7B
$66.4K 0.03%
542
DIA icon
144
SPDR Dow Jones Industrial Average ETF Trust
DIA
$43B
$66.3K 0.03%
143
-51
SPMO icon
145
Invesco S&P 500 Momentum ETF
SPMO
$13.1B
$66.2K 0.03%
547
-39
CIVI icon
146
Civitas Resources
CIVI
$2.59B
$65.5K 0.03%
2,016
+101
JEPI icon
147
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$63.6K 0.03%
1,114
+26
DVN icon
148
Devon Energy
DVN
$23.5B
$62.3K 0.03%
1,777
-298
CFG icon
149
Citizens Financial Group
CFG
$23.8B
$62K 0.03%
1,167
VMBS icon
150
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$60.3K 0.03%
1,283
+591
4 5
6
7 8