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
$120M
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$2.41M
3
+$2.41M
4
KKR icon
KKR & Co
KKR
+$2.32M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.17M

Top Sells

1
+$17M
2
+$12.3M
3
+$6.31M
4
VTV icon
Vanguard Value ETF
VTV
+$6.28M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.93M

Sector Composition

1 Financials 9.14%
2 Healthcare 0.25%
3 Consumer Staples 0%
4 Energy 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-3,822
252
– –
-1,484
253
– –
-2,173
254
– –
-7,036
7 8 9 10
11