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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$330K 0.08%
+3,380
227
$330K 0.08%
+4,372
228
$329K 0.08%
+2,270
229
$328K 0.08%
+2,508
230
$327K 0.08%
+1,272
231
$327K 0.08%
+1,680
232
$326K 0.08%
+1,767
233
$320K 0.08%
2,845
-17,386
234
$319K 0.08%
+1,541
235
$314K 0.08%
+769
236
$312K 0.08%
+996
237
$312K 0.08%
+3,709
238
$306K 0.08%
+194
239
$306K 0.08%
+1,762
240
$297K 0.08%
+29,032
241
$295K 0.08%
+1,740
242
$289K 0.07%
+5,950
243
$288K 0.07%
+8,616
244
$286K 0.07%
+2,910
245
$283K 0.07%
+3,176
246
$282K 0.07%
+358
247
$281K 0.07%
+6,594
248
$280K 0.07%
+4,116
249
$280K 0.07%
+14,031
250
$279K 0.07%
+3,154
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