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
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$281K 0.08%
1,388
-48
227
$280K 0.08%
4,095
-2,806
228
$279K 0.08%
+344
229
$277K 0.08%
1,147
+14
230
$276K 0.08%
2,873
+175
231
$275K 0.08%
2,324
-81
232
$275K 0.08%
+814
233
$274K 0.08%
+883
234
$271K 0.08%
+1,257
235
$269K 0.08%
1,363
+95
236
$266K 0.08%
1,670
-39
237
$265K 0.08%
+1,838
238
$262K 0.07%
566
-62
239
$260K 0.07%
1,239
+121
240
$257K 0.07%
5,600
241
$253K 0.07%
541
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242
$252K 0.07%
3,526
-815
243
$250K 0.07%
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244
$249K 0.07%
2,480
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245
$247K 0.07%
4,117
-1,828
246
$244K 0.07%
+895
247
$244K 0.07%
3,007
-25
248
$243K 0.07%
3,380
249
$241K 0.07%
1,419
+122
250
$240K 0.07%
5,381
-65,680
8 9
10
11 12