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
1
$14.4M 14.27%
+24,522
2
$10.5M 10.43%
+49,927
3
$7.38M 7.33%
+145,500
4
$6.81M 6.77%
+120,661
5
$4.18M 4.15%
+142,965
6
$3.52M 3.5%
+14,072
7
$3.02M 3%
+13,100
8
$2.49M 2.48%
+18,578
9
$2.39M 2.38%
+10,903
10
$2.36M 2.34%
+10,171
11
$2.19M 2.17%
+5,186
12
$2.03M 2.01%
+12,043
13
$2M 1.99%
+3,418
14
$1.92M 1.91%
+3,855
15
$1.86M 1.84%
+16,793
16
$1.85M 1.84%
+9,734
17
$1.73M 1.72%
+5,178
18
$1.67M 1.65%
+11,503
19
$1.63M 1.62%
+3,589
20
$1.51M 1.5%
+12,511
21
$1.51M 1.5%
+1,646
22
$1.5M 1.49%
+13,018
23
$1.48M 1.47%
+2,333
24
$1.46M 1.45%
+2,570
25
$1.46M 1.45%
+38,035
1
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