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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$278K 0.07%
+3,945
252
$278K 0.07%
+3,818
253
$277K 0.07%
+1,997
254
$275K 0.07%
+2,181
255
$275K 0.07%
+586
256
$273K 0.07%
+28,636
257
$273K 0.07%
+2,554
258
$272K 0.07%
+4,339
259
$270K 0.07%
1,167
-95
260
$269K 0.07%
+1,910
261
$261K 0.07%
+1,760
262
$259K 0.07%
+40,599
263
$258K 0.07%
+31,255
264
$258K 0.07%
+2,415
265
$250K 0.06%
+5,600
266
$245K 0.06%
+8,241
267
$241K 0.06%
+2,687
268
$240K 0.06%
+7,653
269
$240K 0.06%
1,356
-776
270
$239K 0.06%
+995
271
$239K 0.06%
+702
272
$239K 0.06%
+315
273
$232K 0.06%
+359
274
$229K 0.06%
+3,261
275
$228K 0.06%
+2,782
9 10
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