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
126
$97.8K 0.04%
3,702
+378
127
$92.3K 0.04%
828
+128
128
$92.3K 0.04%
1,057
129
$92.2K 0.04%
513
+31
130
$92.1K 0.04%
1,813
131
$90.1K 0.04%
3,248
-2,303
132
$89.1K 0.04%
238
-11
133
$86.7K 0.04%
254
-4
134
$85.5K 0.04%
3,425
+125
135
$84.8K 0.04%
232
136
$84.6K 0.04%
1,083
-123
137
$83.4K 0.04%
447
-231
138
$78.4K 0.04%
81
-7
139
$77.1K 0.03%
+1,050
140
$73.8K 0.03%
108
141
$68.5K 0.03%
2,898
+339
142
$66.8K 0.03%
413
+8
143
$66.4K 0.03%
2,710
144
$66.3K 0.03%
143
-51
145
$66.2K 0.03%
547
-39
146
$65.5K 0.03%
2,016
+101
147
$63.6K 0.03%
1,114
+26
148
$62.3K 0.03%
1,777
-298
149
$62K 0.03%
1,167
150
$60.3K 0.03%
1,283
+591
4 5
6
7 8