LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM $407M
AUM
$407M
AUM Growth
+$2.43M (+0.6%)
Cap. Flow
+$29.7M
Cap. Flow % of AUM
7.31%
Top 10 Holdings %Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26
Top Buys
| 1 | $11.8M | |
| 2 | $9.42M | |
| 3 | $1.98M | |
| 4 | $1.6M | |
| 5 | $1.49M |
Top Sells
| 1 | $3.63M | |
| 2 | $1.92M | |
| 3 | $1.4M | |
| 4 | $1.22M | |
| 5 | $1.14M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.99% |
| 5 | Consumer Discretionary | 6.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $359K | 0.09% | 528 +17 | +3% | +$11.6K | |||
| $358K | 0.09% | 3,420 +1,120 | +49% | +$117K | |||
| $355K | 0.09% | 2,624 -2 | -0.1% | -$270 | |||
| $354K | 0.09% | 1,517 -19 | -1% | -$4.43K | |||
| $351K | 0.09% | 1,595 -97 | -6% | -$21.3K | |||
| $347K | 0.09% | 3,943 +868 | +28% | +$76.4K | |||
| $347K | 0.09% | 1,592 +99 | +7% | +$21.5K | |||
| $346K | 0.09% | 1,642 -156 | -9% | -$32.9K | |||
| $346K | 0.09% | 1,781 +221 | +14% | +$42.9K | |||
| $340K | 0.08% | 3,374 +267 | +9% | +$26.9K | |||
| $339K | 0.08% | 4,218 -144 | -3% | -$11.6K | |||
| $327K | 0.08% | 2,823 | New | +$327K | |||
| $327K | 0.08% | 906 -197 | -18% | -$71.1K | |||
| $325K | 0.08% | 3,320 +189 | +6% | +$18.5K | |||
| $324K | 0.08% | 14,800 | – | – | |||
| $323K | 0.08% | 3,759 +111 | +3% | +$9.54K | |||
| $321K | 0.08% | 14,937 +524 | +4% | +$11.3K | |||
| $315K | 0.08% | 30,614 -1,448 | -5% | -$14.9K | |||
| $311K | 0.08% | 10,533 | – | – | |||
| $310K | 0.08% | 1,698 -2,495 | -60% | -$456K | |||
| $309K | 0.08% | 1,214 +33 | +3% | +$8.39K | |||
| $307K | 0.08% | 11,300 +1,840 | +19% | +$49.9K | |||
| $307K | 0.08% | 13,497 | New | +$307K | |||
| $306K | 0.08% | 3,129 -569 | -15% | -$55.7K | |||
| $306K | 0.08% | 1,125 +117 | +12% | +$31.8K |
