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
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.25M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.6M

Top Sells

1
+$20.7M
2
+$11.8M
3
+$7.25M
4
GAP
The Gap Inc
GAP
+$2.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$395K 0.09%
+8,326
252
$394K 0.09%
1,278
+64
253
$392K 0.09%
2,851
+89
254
$390K 0.09%
3,428
-698
255
$385K 0.09%
7,842
+460
256
$384K 0.09%
3,897
-1,711
257
$384K 0.09%
947
-262
258
$382K 0.09%
1,730
+138
259
$378K 0.09%
4,124
+1,066
260
$377K 0.09%
+14,009
261
$376K 0.09%
65
262
$374K 0.09%
+12,541
263
$374K 0.09%
1,046
-79
264
$372K 0.08%
493
+34
265
$371K 0.08%
1,581
-14
266
$370K 0.08%
3,730
+21
267
$370K 0.08%
1,077
-35
268
$366K 0.08%
11,082
-460
269
$365K 0.08%
7,095
270
$365K 0.08%
1,199
-146
271
$364K 0.08%
+2,194
272
$364K 0.08%
3,320
273
$361K 0.08%
6,430
+461
274
$361K 0.08%
4,431
-165
275
$360K 0.08%
+12,273
9 10
11
12 13