LCWM

Legacy Capital Wealth Management Portfolio holdings

AUM $171M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.92M
3
+$2.73M
4
ATI icon
ATI
ATI
+$2.68M
5
TSM icon
TSMC
TSM
+$2.62M

Top Sells

1
+$2.41M
2
+$2.34M
3
+$2.15M
4
TSCO icon
Tractor Supply
TSCO
+$2.11M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.6M

Sector Composition

1 Technology 18.8%
2 Consumer Discretionary 8.81%
3 Industrials 7.24%
4 Healthcare 5.25%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
26
Arista Networks
ANET
$194B
$3.06M 1.79%
24,922
+1,839
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.04T
$3.02M 1.76%
6,296
+698
PH icon
28
Parker-Hannifin
PH
$108B
$2.93M 1.71%
3,273
-10
AEP icon
29
American Electric Power
AEP
$70.5B
$2.86M 1.67%
+21,852
ORLY icon
30
O'Reilly Automotive
ORLY
$73.8B
$2.86M 1.67%
30,969
+4,138
LLY icon
31
Eli Lilly
LLY
$966B
$2.85M 1.67%
3,104
+160
JPM icon
32
JPMorgan Chase
JPM
$802B
$2.83M 1.66%
+9,625
ATI icon
33
ATI
ATI
$23.2B
$2.8M 1.64%
+19,271
COST icon
34
Costco
COST
$445B
$2.8M 1.64%
2,812
+364
VRTX icon
35
Vertex Pharmaceuticals
VRTX
$111B
$2.61M 1.53%
5,849
+806
COWZ icon
36
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$1.25M 0.73%
19,972
-167
CGGO icon
37
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$1.18M 0.69%
35,232
-28
XOM icon
38
Exxon Mobil
XOM
$613B
$1.17M 0.68%
6,881
+353
MU icon
39
Micron Technology
MU
$1.05T
$950K 0.56%
2,812
-312
TSLA icon
40
Tesla
TSLA
$1.65T
$930K 0.54%
2,502
-823
SSO icon
41
ProShares Ultra S&P500
SSO
$8.32B
$585K 0.34%
11,280
-1,167
VTI icon
42
Vanguard Total Stock Market ETF
VTI
$651B
$556K 0.33%
1,733
-101
PLTR icon
43
Palantir
PLTR
$318B
$522K 0.31%
3,571
+11
AMD icon
44
Advanced Micro Devices
AMD
$808B
$494K 0.29%
2,428
-426
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.71T
$489K 0.29%
+1,702
SLV icon
46
iShares Silver Trust
SLV
$36.1B
$466K 0.27%
6,839
-8,608
SPGI icon
47
S&P Global
SPGI
$123B
$446K 0.26%
1,049
-27
GLD icon
48
SPDR Gold Trust
GLD
$148B
$429K 0.25%
996
QQQ icon
49
Invesco QQQ Trust
QQQ
$486B
$427K 0.25%
739
-5
VGT icon
50
Vanguard Information Technology ETF
VGT
$142B
$424K 0.25%
4,864
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