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
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$179K 0.05%
+17,523
277
$161K 0.05%
+480
278
$161K 0.05%
29,047
279
$127K 0.04%
62,743
+604
280
$69.3K 0.02%
13,555
281
$39.4K 0.01%
11,000
282
$4.95K ﹤0.01%
355
283
$4.89K ﹤0.01%
41
284
– –
-3,343
285
– –
-43,766
286
– –
-2,997
287
– –
-1,251
288
– –
-6,165
289
– –
-8,600
290
– –
-725
291
– –
-7,584
292
– –
-744
293
– –
-1,462
294
– –
-14,798
295
– –
-4,769
296
– –
-23,288
297
– –
-9,475
298
– –
-4,303
299
– –
-8,070
300
– –
-2,106
9 10 11
12
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