LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$267K 0.07%
+4,663
227
$264K 0.07%
+449
228
$264K 0.07%
+3,380
229
$263K 0.07%
+8,600
230
$255K 0.07%
+2,207
231
$251K 0.07%
+547
232
$251K 0.07%
4,303
-26,536
233
$250K 0.07%
+980
234
$248K 0.07%
+908
235
$248K 0.07%
+973
236
$246K 0.07%
+2,698
237
$245K 0.07%
+13,796
238
$243K 0.07%
+5,600
239
$243K 0.07%
+1,133
240
$241K 0.07%
+547
241
$239K 0.07%
+729
242
$238K 0.07%
+2,240
243
$238K 0.07%
+1,709
244
$238K 0.07%
+11,842
245
$235K 0.06%
+2,253
246
$234K 0.06%
+76
247
$233K 0.06%
+1,667
248
$233K 0.06%
+6,165
249
$231K 0.06%
+8,432
250
$229K 0.06%
+2,405
8 9
10
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