LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.25M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.6M

Top Sells

1
+$20.7M
2
+$11.8M
3
+$7.25M
4
GAP
The Gap Inc
GAP
+$2.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$426K 0.1%
6,174
-404
227
$426K 0.1%
1,646
+4
228
$425K 0.1%
872
+19
229
$424K 0.1%
20,374
-8,227
230
$424K 0.1%
12,614
231
$423K 0.1%
2,356
-91
232
$422K 0.1%
1,496
-107
233
$421K 0.1%
5,734
-382
234
$419K 0.1%
2,952
-250
235
$419K 0.1%
10,250
+998
236
$417K 0.09%
13,210
237
$416K 0.09%
2,032
+251
238
$410K 0.09%
3,434
+232
239
$409K 0.09%
5,398
-1,266
240
$409K 0.09%
1,164
+8
241
$408K 0.09%
4,397
-211
242
$407K 0.09%
8,183
-26
243
$406K 0.09%
11,738
-4,615
244
$406K 0.09%
3,911
+51
245
$404K 0.09%
18,481
+606
246
$401K 0.09%
5,693
-246
247
$400K 0.09%
4,829
-196
248
$400K 0.09%
3,725
+351
249
$400K 0.09%
7,137
-399
250
$400K 0.09%
5,926
-369
8 9
10
11 12