LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.22M
3
+$4.82M
4
AEP icon
American Electric Power
AEP
+$4.42M
5
AMD icon
Advanced Micro Devices
AMD
+$4.3M

Top Sells

1
+$69.8M
2
+$14M
3
+$13.8M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$11.9M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$9.29M

Sector Composition

1 Utilities 17.86%
2 Real Estate 12.51%
3 Technology 9.38%
4 Financials 8.42%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,363
227
– –
-355
228
– –
-3,729
229
– –
-12,932
230
– –
-108,768
231
– –
-41
232
– –
-3,447
233
– –
-5,616
234
– –
-4,034
235
– –
-2,480
236
– –
-6,700
237
– –
-2,401
238
– –
-3,705
239
– –
-49,788
240
– –
-11,000
241
– –
-3,690
242
– –
-33,763
243
– –
-10,497
244
– –
-182,981
245
– –
-40,599
246
– –
-72,325
247
– –
-8,663
248
– –
-42,459
249
– –
-3,985
250
– –
-7,145
8 9
10
11 12