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
176
$45.7K 0.02%
704
177
$45.6K 0.02%
449
178
$45.4K 0.02%
669
179
$45.1K 0.02%
107
-521
180
$44.8K 0.02%
3,156
+1,382
181
$44.6K 0.02%
196
182
$44.3K 0.02%
216
183
$43.9K 0.02%
88
+60
184
$43.9K 0.02%
1,875
185
$42.9K 0.02%
1,448
+35
186
$42.6K 0.02%
882
187
$42.4K 0.02%
218
188
$42.3K 0.02%
1,605
189
$42K 0.02%
587
+250
190
$41.8K 0.02%
427
-45
191
$41.8K 0.02%
98
-67
192
$41K 0.02%
99
193
$40.9K 0.02%
145
-2
194
$40.9K 0.02%
1,100
195
$40.8K 0.02%
43,620
+14,968
196
$39.8K 0.02%
131
+46
197
$39.7K 0.02%
184
198
$39.7K 0.02%
495
+329
199
$39.6K 0.02%
1,906
+193
200
$39.5K 0.02%
1,708
+1,484
6 7
8
9 10