LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.3M
3
+$2.06M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.66M
5
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$1.55M

Top Sells

1
+$6.44M
2
+$3.37M
3
+$2.25M
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$2.13M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.76M

Sector Composition

1 Consumer Staples 13.83%
2 Financials 11.48%
3 Industrials 7.2%
4 Technology 6.89%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$359K 0.09%
528
+17
252
$358K 0.09%
3,420
+1,120
253
$355K 0.09%
2,624
-2
254
$354K 0.09%
1,517
-19
255
$351K 0.09%
1,595
-97
256
$347K 0.09%
3,943
+868
257
$347K 0.09%
1,592
+99
258
$346K 0.09%
1,642
-156
259
$346K 0.09%
1,781
+221
260
$340K 0.08%
3,374
+267
261
$339K 0.08%
4,218
-144
262
$327K 0.08%
+2,823
263
$327K 0.08%
906
-197
264
$325K 0.08%
3,320
+189
265
$324K 0.08%
14,800
266
$323K 0.08%
7,518
+222
267
$321K 0.08%
14,937
+524
268
$315K 0.08%
30,614
-1,448
269
$311K 0.08%
10,533
270
$310K 0.08%
1,698
-2,495
271
$309K 0.08%
1,214
+33
272
$307K 0.08%
11,300
+1,840
273
$307K 0.08%
+13,497
274
$306K 0.08%
3,129
-569
275
$306K 0.08%
1,125
+117
9 10
11
12 13