LCWM
Legacy Capital Wealth Management Portfolio holdings
AUM
$101M
This Quarter Return
+5.87%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.64%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$14.4M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$10.5M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
$7.38M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$6.81M |
| 5 |
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% |