LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM $407M
AUM
$407M
AUM Growth
+$2.43M (+0.6%)
Cap. Flow
+$29.7M
Cap. Flow % of AUM
7.31%
Top 10 Holdings %Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26
Top Buys
| 1 | $11.8M | |
| 2 | $9.42M | |
| 3 | $1.98M | |
| 4 | $1.6M | |
| 5 | $1.49M |
Top Sells
| 1 | $3.63M | |
| 2 | $1.92M | |
| 3 | $1.4M | |
| 4 | $1.22M | |
| 5 | $1.14M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.99% |
| 5 | Consumer Discretionary | 6.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $407K | 0.1% | 1,536 -126 | -8% | -$33.4K | |||
| $407K | 0.1% | 614 -41 | -6% | -$27.2K | |||
| $405K | 0.1% | 6,892 +241 | +4% | +$14.2K | |||
| $404K | 0.1% | 13,210 | New | +$404K | |||
| $401K | 0.1% | 4,608 -412 | -8% | -$35.9K | |||
| $395K | 0.1% | 3,202 +156 | +5% | +$19.3K | |||
| $395K | 0.1% | 8,746 +2,573 | +42% | +$116K | |||
| $395K | 0.1% | 3,028 -144 | -5% | -$18.8K | |||
| $395K | 0.1% | 11,542 -974 | -8% | -$33.3K | |||
| $391K | 0.1% | 17,875 +846 | +5% | +$18.5K | |||
| $391K | 0.1% | 1,456 +60 | +4% | +$16.1K | |||
| $388K | 0.1% | 1,112 +84 | +8% | +$29.3K | |||
| $385K | 0.09% | 7,976 | New | +$385K | |||
| $375K | 0.09% | 4,299 -68 | -2% | -$5.93K | |||
| $369K | 0.09% | 4,596 -1,623 | -26% | -$130K | |||
| $368K | 0.09% | 2,052 -25 | -1% | -$4.48K | |||
| $367K | 0.09% | 3,709 +1,275 | +52% | +$126K | |||
| $366K | 0.09% | 1,156 -62 | -5% | -$19.6K | |||
| $365K | 0.09% | 8,754 -160 | -2% | -$6.68K | |||
| $365K | 0.09% | 4,626 +326 | +8% | +$25.7K | |||
| $364K | 0.09% | 7,095 | New | +$364K | |||
| $364K | 0.09% | 3,860 -76 | -2% | -$7.17K | |||
| $363K | 0.09% | 2,599 -505 | -16% | -$70.6K | |||
| $361K | 0.09% | 1,345 -1,159 | -46% | -$311K | |||
| $360K | 0.09% | 1,000 | New | +$360K |
