LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $460M
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.06%
+1,350
227
$223K 0.06%
+2,409
228
$222K 0.06%
+898
229
$220K 0.06%
+1,292
230
$217K 0.06%
+1,535
231
$217K 0.06%
+57,117
232
$216K 0.06%
+1,886
233
$215K 0.06%
+3,966
234
$212K 0.06%
+1,484
235
$207K 0.06%
+1,240
236
$206K 0.06%
+3,380
237
$201K 0.05%
+585
238
$200K 0.05%
+131
239
$190K 0.05%
+10,219
240
$159K 0.04%
+19,546
241
$150K 0.04%
+10,141
242
$120K 0.03%
+27,066
243
$117K 0.03%
+29,047
244
$105K 0.03%
+6,005
245
$85.7K 0.02%
+11,000
246
$28.2K 0.01%
+355
247
$11.7K ﹤0.01%
+39
248
$9.8K ﹤0.01%
+1,833
249
– –
-4,770
250
– –
-2,068
7 8 9
10
11