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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$352K 0.07%
+2,974
252
$352K 0.07%
3,746
+37
253
$351K 0.07%
2,504
-4
254
$348K 0.07%
2,046
+6
255
$346K 0.07%
+2,917
256
$345K 0.07%
1,534
-7
257
$345K 0.07%
220
+26
258
$339K 0.07%
8,536
+171
259
$334K 0.07%
+8,789
260
$330K 0.07%
14,251
+220
261
$323K 0.06%
2,180
-1
262
$321K 0.06%
3,293
-817
263
$320K 0.06%
6,600
+6
264
$318K 0.06%
2,122
+125
265
$316K 0.06%
1,167
266
$315K 0.06%
12,633
-1,234
267
$312K 0.06%
+1,746
268
$312K 0.06%
+1,574
269
$308K 0.06%
+1,721
270
$307K 0.06%
29,357
+721
271
$305K 0.06%
+1,282
272
$304K 0.06%
601
-77
273
$302K 0.06%
+1,669
274
$298K 0.06%
3,075
-1,650
275
$292K 0.06%
1,610
-660
9 10
11
12 13