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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.4M
3
+$7.39M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.07M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$4.29M

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
26
$1.39M 1.38%
+3,077
27
$1.37M 1.36%
+25,881
28
$1.37M 1.36%
+17,310
29
$1.24M 1.24%
+3,080
30
$1.2M 1.19%
+1,557
31
$1.19M 1.18%
+2,946
32
$1.18M 1.17%
+2,333
33
$1.15M 1.14%
+1,824
34
$1.09M 1.08%
+8,786
35
$826K 0.82%
+7,680
36
$731K 0.73%
+15,796
37
$703K 0.7%
+13,245
38
$589K 0.59%
+7,792
39
$552K 0.55%
+1,906
40
$429K 0.43%
+7,928
41
$416K 0.41%
+669
42
$300K 0.3%
+587
43
$288K 0.29%
+10,997
44
$287K 0.29%
+991
45
$285K 0.28%
+733
46
$284K 0.28%
+3,251
47
$277K 0.28%
+7,000
48
$261K 0.26%
+11,488
49
$223K 0.22%
+5,338
50
$223K 0.22%
+8,471
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