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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$337K 0.08%
3,172
-1,139
252
$335K 0.08%
1,008
-910
253
$335K 0.08%
1,798
-32
254
$333K 0.08%
1,053
-1,459
255
$329K 0.08%
+14,800
256
$328K 0.08%
3,131
+288
257
$328K 0.08%
1,563
-631
258
$325K 0.08%
4,300
-2,328
259
$322K 0.08%
1,772
+80
260
$322K 0.08%
511
+180
261
$322K 0.08%
1,464
-70
262
$320K 0.08%
1,450
+170
263
$317K 0.08%
2,402
+792
264
$312K 0.08%
+10,533
265
$311K 0.08%
2,834
+94
266
$307K 0.08%
2,908
-2,816
267
$307K 0.08%
3,648
-1,762
268
$306K 0.08%
32,062
+4,884
269
$306K 0.08%
1,560
-14
270
$304K 0.08%
14,413
+162
271
$300K 0.07%
1,051
+42
272
$299K 0.07%
425
+135
273
$296K 0.07%
+3,915
274
$293K 0.07%
624
+175
275
$292K 0.07%
2,300
-3,342
9 10
11
12 13