LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM $407M
AUM
$407M
AUM Growth
+$2.43M (+0.6%)
Cap. Flow
+$29.7M
Cap. Flow % of AUM
7.31%
Top 10 Holdings %Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26
Top Buys
| 1 | $11.8M | |
| 2 | $9.42M | |
| 3 | $1.98M | |
| 4 | $1.6M | |
| 5 | $1.49M |
Top Sells
| 1 | $3.63M | |
| 2 | $1.92M | |
| 3 | $1.4M | |
| 4 | $1.22M | |
| 5 | $1.14M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.99% |
| 5 | Consumer Discretionary | 6.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $305K | 0.07% | 1,420 -44 | -3% | -$9.44K | |||
| $300K | 0.07% | 3,058 +72 | +2% | +$7.06K | |||
| $300K | 0.07% | 5,969 +338 | +6% | +$17K | |||
| $299K | 0.07% | 65 -7 | -10% | -$32.2K | |||
| $298K | 0.07% | 2,731 +295 | +12% | +$32.2K | |||
| $294K | 0.07% | 1,404 +56 | +4% | +$11.7K | |||
| $294K | 0.07% | 9,926 -8,717 | -47% | -$258K | |||
| $292K | 0.07% | 5,950 | – | – | |||
| $292K | 0.07% | 2,511 -323 | -11% | -$37.6K | |||
| $290K | 0.07% | 780 +97 | +14% | +$36.1K | |||
| $288K | 0.07% | 459 +34 | +8% | +$21.3K | |||
| $284K | 0.07% | 2,478 +153 | +7% | +$17.6K | |||
| $283K | 0.07% | 4,173 | New | +$283K | |||
| $281K | 0.07% | 1,644 -128 | -7% | -$21.8K | |||
| $279K | 0.07% | 459 | New | +$279K | |||
| $277K | 0.07% | 1,685 +229 | +16% | +$37.7K | |||
| $277K | 0.07% | 1,089 +36 | +3% | +$9.15K | |||
| $276K | 0.07% | 6,578 | – | – | |||
| $274K | 0.07% | 10,854 -7,580 | -41% | -$191K | |||
| $272K | 0.07% | 1,595 -1,021 | -39% | -$174K | |||
| $271K | 0.07% | 6,349 -58 | -0.9% | -$2.47K | |||
| $271K | 0.07% | 8,881 +21 | +0.2% | +$640 | |||
| $270K | 0.07% | 28,219 +2,083 | +8% | +$20K | |||
| $270K | 0.07% | 332 +26 | +9% | +$21.2K | |||
| $268K | 0.07% | 1,531 -32 | -2% | -$5.6K |
