LCWM

Legacy Capital Wealth Management Portfolio holdings

AUM $101M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$10.5M
3 +$7.38M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$6.81M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$4.18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 11.12%
3 Industrials 5.11%
4 Healthcare 5.01%
5 Energy 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.39M 1.38%
+3,077
TSCO icon
27
Tractor Supply
TSCO
$28.1B
$1.37M 1.36%
+25,881
ORLY icon
28
O'Reilly Automotive
ORLY
$79.4B
$1.37M 1.36%
+17,310
TSLA icon
29
Tesla
TSLA
$1.48T
$1.24M 1.24%
+3,080
LLY icon
30
Eli Lilly
LLY
$812B
$1.2M 1.19%
+1,557
VRTX icon
31
Vertex Pharmaceuticals
VRTX
$108B
$1.19M 1.18%
+2,946
UNH icon
32
UnitedHealth
UNH
$300B
$1.18M 1.17%
+2,333
KLAC icon
33
KLA
KLAC
$157B
$1.15M 1.14%
+1,824
XMMO icon
34
Invesco S&P MidCap Momentum ETF
XMMO
$5.89B
$1.09M 1.08%
+8,786
XOM icon
35
Exxon Mobil
XOM
$481B
$826K 0.82%
+7,680
SSO icon
36
ProShares Ultra S&P500
SSO
$7.81B
$731K 0.73%
+7,898
IBIT icon
37
iShares Bitcoin Trust
IBIT
$77.1B
$703K 0.7%
+13,245
PLTR icon
38
Palantir
PLTR
$453B
$589K 0.59%
+7,792
MSTR icon
39
Strategy Inc
MSTR
$70.9B
$552K 0.55%
+1,906
QLD icon
40
ProShares Ultra QQQ
QLD
$10.4B
$429K 0.43%
+3,964
VGT icon
41
Vanguard Information Technology ETF
VGT
$112B
$416K 0.41%
+669
QQQ icon
42
Invesco QQQ Trust
QQQ
$393B
$300K 0.3%
+587
SPTL icon
43
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
$288K 0.29%
+10,997
VTI icon
44
Vanguard Total Stock Market ETF
VTI
$550B
$287K 0.29%
+991
HD icon
45
Home Depot
HD
$381B
$285K 0.28%
+733
TLT icon
46
iShares 20+ Year Treasury Bond ETF
TLT
$48.4B
$284K 0.28%
+3,251
TQQQ icon
47
ProShares UltraPro QQQ
TQQQ
$30B
$277K 0.28%
+3,500
SCHB icon
48
Schwab US Broad Market ETF
SCHB
$37.7B
$261K 0.26%
+11,488
UWM icon
49
ProShares Ultra Russell2000
UWM
$262M
$223K 0.22%
+5,338
SLV icon
50
iShares Silver Trust
SLV
$23B
$223K 0.22%
+8,471