LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$228K 0.06%
+772
252
$228K 0.06%
+1,647
253
$228K 0.06%
+691
254
$228K 0.06%
+1,894
255
$227K 0.06%
+3,032
256
$223K 0.06%
+3,542
257
$221K 0.06%
+1,268
258
$220K 0.06%
40,599
+28,800
259
$220K 0.06%
+1,297
260
$219K 0.06%
+9,475
261
$219K 0.06%
+2,892
262
$213K 0.06%
+1,251
263
$211K 0.06%
+2,400
264
$207K 0.06%
+1,118
265
$206K 0.06%
+140
266
$205K 0.06%
+4,590
267
$203K 0.06%
+4,290
268
$203K 0.06%
+1,889
269
$203K 0.06%
+2,157
270
$202K 0.06%
3,343
-16,042
271
$198K 0.05%
+13,608
272
$194K 0.05%
+23,288
273
$176K 0.05%
+62,139
274
$170K 0.05%
+10,576
275
$167K 0.05%
+13,474
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