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LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $485M
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
+1.35%
1 Year Est. Return
+21.24%
3 Year Est. Return
+55.42%
5 Year Est. Return
+47.19%
10 Year Est. Return
–
AUM
$485M
AUM Growth
+$19.5M
Cap. Flow
+$26M
Cap. Flow %
5.37%
Top 10 Hldgs %
32.9%
Holding
415
New
39
Increased
168
Reduced
148
Closed
30

Top Buys

1
DHI icon
D.R. Horton
DHI
+$16.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.26M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.03M
4
BLK icon
Blackrock
BLK
+$1.96M
5
INTC icon
Intel
INTC
+$1.94M

Top Sells

1
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$4M
2
WMT icon
Walmart Inc
WMT
+$3.9M
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.86M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$2.83M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.34M

Sector Composition

1 Consumer Staples 14.72%
2 Financials 9.48%
3 Consumer Discretionary 9.2%
4 Technology 8.41%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
276
iShares Core S&P Mid-Cap ETF
IJH
$123B
$333K 0.07%
4,933
– –
LEN icon
277
Lennar Class A
LEN
$20.8B
$332K 0.07%
3,821
+390
+11% +$42.1K
GD icon
278
General Dynamics
GD
$99.7B
$328K 0.07%
956
-806
-46% -$286K
SF
279
Stifel
SF
$12.1B
$325K 0.07%
4,396
+80
+2% +$6.35K
DSEP icon
280
FT Vest US Equity Deep Buffer ETF September
DSEP
$349M
$324K 0.07%
7,366
-334
-4% -$15K
FEBM
281
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$47.8M
$323K 0.07%
10,643
– –
MS icon
282
Morgan Stanley
MS
$343B
$322K 0.07%
1,958
+154
+9% +$26.7K
BURL icon
283
Burlington
BURL
$22.4B
$322K 0.07%
989
+59
+6% +$18.1K
SCHH icon
284
Schwab US REIT ETF
SCHH
$11.6B
$321K 0.07%
14,925
+80
+0.5% +$1.75K
PANW icon
285
Palo Alto Networks
PANW
$289B
$317K 0.07%
1,977
+107
+6% +$18K
SYY icon
286
Sysco
SYY
$39.3B
$317K 0.07%
4,438
-1,483
-25% -$123K
BUFR icon
287
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$313K 0.06%
13,343
-1,128
-8% -$38.7K
FNF icon
288
Fidelity National Financial
FNF
$14B
$311K 0.06%
6,706
-94
-1% -$4.88K
SHW icon
289
Sherwin-Williams
SHW
$83.4B
$305K 0.06%
951
-11
-1% -$3.79K
ZAPR
290
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$64.8M
$304K 0.06%
11,648
– –
JMBS icon
291
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$304K 0.06%
6,724
– –
BKNG icon
292
Booking.com
BKNG
$143B
$303K 0.06%
1,800
+200
+13% +$36.8K
BUFS
293
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$172M
$303K 0.06%
13,145
+424
+3% +$9.88K
SCHG icon
294
Schwab US Large-Cap Growth ETF
SCHG
$60.5B
$300K 0.06%
10,305
-1,621
-14% -$50.4K
AEM icon
295
Agnico Eagle Mines
AEM
$68.6B
$298K 0.06%
1,470
+58
+4% +$12.1K
MET icon
296
MetLife
MET
$60.3B
$296K 0.06%
4,191
+381
+10% +$28.5K
MPC icon
297
Marathon Petroleum
MPC
$89.3B
$296K 0.06%
+1,210
New +$244K
COP icon
298
ConocoPhillips
COP
$137B
$294K 0.06%
2,224
-152
-6% -$16.8K
VMC icon
299
Vulcan Materials
VMC
$38.1B
$291K 0.06%
1,070
+4
+0.4% +$1.18K
VTEB icon
300
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$291K 0.06%
5,836
-687
-11% -$34.7K
10 11
12
13 14

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