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
ADAP
51
DELISTED
Adaptimmune Therapeutics
ADAP
$14.6K 0.01%
+27,080