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
201
$39.3K 0.02%
164
202
$38.7K 0.02%
42
+36
203
$38.6K 0.02%
878
+864
204
$37.8K 0.02%
1,905
205
$37K 0.02%
256
206
$36.7K 0.02%
34
207
$36.1K 0.02%
89
-7
208
$36.1K 0.02%
255
-10
209
$35.4K 0.02%
535
+5
210
$35.3K 0.02%
638
-50
211
$35.3K 0.02%
+441
212
$35.2K 0.02%
555
+2
213
$34.9K 0.02%
374
214
$34.8K 0.02%
249
215
$34.5K 0.02%
430
216
$34.2K 0.02%
767
217
$33.7K 0.02%
1,194
+102
218
$33.7K 0.02%
113
+3
219
$33.3K 0.02%
5,237
-33
220
$32.1K 0.01%
243
221
$32K 0.01%
15,976
-2,163
222
$31.9K 0.01%
726
-120
223
$31.4K 0.01%
245
224
$31.2K 0.01%
2,300
+700
225
$30.9K 0.01%
609
+537
7 8
9
10 11