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
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-94,657
252
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-4,537
253
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-5,874
254
– –
-4,770
255
– –
-2,068
256
– –
-108,277
257
– –
-65,609
258
– –
-3,680
259
– –
-25,858
7 8 9 10
11