LCWM

Legacy Capital Wealth Management Portfolio holdings

AUM $165M
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
$165M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.6M
3
+$8.41M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$7.1M
5
NVDA icon
NVIDIA
NVDA
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.14%
2 Consumer Discretionary 9.94%
3 Industrials 5.42%
4 Healthcare 5.4%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EME icon
26
Emcor
EME
$36.1B
$2.75M 1.66%
+4,492
IBIT icon
27
iShares Bitcoin Trust
IBIT
$52.5B
$2.68M 1.62%
+53,930
CVX icon
28
Chevron
CVX
$365B
$2.54M 1.54%
+16,655
ORLY icon
29
O'Reilly Automotive
ORLY
$79.4B
$2.45M 1.48%
+26,831
DELL icon
30
Dell
DELL
$81.8B
$2.41M 1.46%
+19,138
XMMO icon
31
Invesco S&P MidCap Momentum ETF
XMMO
$5.66B
$2.4M 1.45%
+17,333
VRTX icon
32
Vertex Pharmaceuticals
VRTX
$124B
$2.29M 1.39%
+5,043
CRM icon
33
Salesforce
CRM
$180B
$2.15M 1.3%
+8,125
COST icon
34
Costco
COST
$443B
$2.11M 1.28%
+2,448
TSCO icon
35
Tractor Supply
TSCO
$28.1B
$2.11M 1.28%
+42,155
TSLA icon
36
Tesla
TSLA
$1.57T
$1.5M 0.91%
+3,325
CGGO icon
37
Capital Group Global Growth Equity ETF
CGGO
$9.38B
$1.22M 0.74%
+35,260
COWZ icon
38
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$1.21M 0.73%
+20,139
SLV icon
39
iShares Silver Trust
SLV
$44.4B
$995K 0.6%
+15,447
MU icon
40
Micron Technology
MU
$483B
$892K 0.54%
+3,124
XOM icon
41
Exxon Mobil
XOM
$623B
$786K 0.48%
+6,528
SSO icon
42
ProShares Ultra S&P500
SSO
$7.25B
$721K 0.44%
+12,447
PLTR icon
43
Palantir
PLTR
$321B
$633K 0.38%
+3,560
VTI icon
44
Vanguard Total Stock Market ETF
VTI
$588B
$615K 0.37%
+1,834
AMD icon
45
Advanced Micro Devices
AMD
$344B
$611K 0.37%
+2,854
SPGI icon
46
S&P Global
SPGI
$127B
$562K 0.34%
+1,076
VGT icon
47
Vanguard Information Technology ETF
VGT
$113B
$458K 0.28%
+608
TSM icon
48
TSMC
TSM
$2.01T
$458K 0.28%
+1,508
QQQ icon
49
Invesco QQQ Trust
QQQ
$403B
$457K 0.28%
+744
QLD icon
50
ProShares Ultra QQQ
QLD
$10.3B
$427K 0.26%
+6,063
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