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
151
$60K 0.03%
12,189
-348
152
$59.4K 0.03%
4,405
+362
153
$58.9K 0.03%
352
+238
154
$58.2K 0.03%
+278
155
$57.6K 0.03%
720
-186
156
$57.5K 0.03%
101
-4
157
$56.4K 0.03%
598
+415
158
$55.9K 0.03%
227
-267
159
$55.9K 0.03%
953
160
$55.7K 0.03%
975
-42
161
$55.6K 0.03%
666
162
$55.2K 0.03%
1,423
-107,924
163
$54.9K 0.02%
893
164
$54.8K 0.02%
785
-1,625
165
$54.5K 0.02%
89
-7
166
$54.1K 0.02%
742
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167
$54K 0.02%
1,248
-45
168
$53.9K 0.02%
2,020
169
$51.4K 0.02%
575
170
$51.4K 0.02%
1,499
171
$51.3K 0.02%
1,911
172
$51.1K 0.02%
496
-9
173
$49.5K 0.02%
+11,850
174
$49.1K 0.02%
281
175
$47.3K 0.02%
413
-15
5 6
7
8 9