LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $460M
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$239K 0.07%
+909
252
$239K 0.07%
1,641
-428
253
$238K 0.07%
3,985
-9,887
254
$237K 0.07%
+1,805
255
$235K 0.07%
+831
256
$234K 0.07%
692
-80
257
$231K 0.07%
+2,800
258
$230K 0.07%
40,599
259
$228K 0.06%
+748
260
$228K 0.06%
3,446
-96
261
$226K 0.06%
4,290
262
$223K 0.06%
+384
263
$222K 0.06%
12,285
-1,323
264
$222K 0.06%
2,401
+1
265
$222K 0.06%
156
+16
266
$219K 0.06%
+1,486
267
$219K 0.06%
22,298
-7,547
268
$217K 0.06%
+3,350
269
$204K 0.06%
+1,530
270
$204K 0.06%
+2,049
271
$203K 0.06%
+1,517
272
$201K 0.06%
6,251
-5,005
273
$201K 0.06%
1,675
-482
274
$198K 0.06%
12,353
+1,777
275
$194K 0.05%
15,906
+2,432
9 10
11
12 13