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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$421K 0.08%
+2,595
227
$419K 0.08%
14,032
+6,511
228
$418K 0.08%
+2,690
229
$412K 0.08%
8,282
+172
230
$412K 0.08%
2,947
-315
231
$412K 0.08%
1,643
+110
232
$411K 0.08%
+4,554
233
$406K 0.08%
+4,311
234
$405K 0.08%
1,949
-2
235
$404K 0.08%
3,961
+1,962
236
$399K 0.08%
3,038
-19
237
$398K 0.08%
+7,629
238
$394K 0.08%
8,040
-327
239
$389K 0.08%
1,674
-6
240
$383K 0.08%
12,060
+15
241
$381K 0.08%
999
-231
242
$380K 0.08%
+9,498
243
$378K 0.08%
4,466
-1,978
244
$377K 0.08%
1,485
-526
245
$373K 0.07%
1,830
-217
246
$371K 0.07%
4,434
-409
247
$371K 0.07%
3,380
248
$369K 0.07%
+1,509
249
$366K 0.07%
3,249
+1,576
250
$353K 0.07%
10,844
+2,427
8 9
10
11 12