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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$20.7M
3
+$20.1M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15.8M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$6.96M
2
+$6.26M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$227K 0.06%
+1,725
277
$227K 0.06%
+1,673
278
$226K 0.06%
+3,132
279
$225K 0.06%
+2,114
280
$224K 0.06%
+1,001
281
$223K 0.06%
+893
282
$222K 0.06%
+1,920
283
$222K 0.06%
+2,366
284
$219K 0.06%
+2,403
285
$217K 0.06%
+7,521
286
$216K 0.06%
+2,238
287
$216K 0.05%
+655
288
$214K 0.05%
1,231
-3,369
289
$209K 0.05%
+2,973
290
$207K 0.05%
+1,999
291
$205K 0.05%
+8,417
292
$204K 0.05%
+4,980
293
$203K 0.05%
+3,690
294
$201K 0.05%
+2,644
295
$149K 0.04%
+135,010
296
$139K 0.04%
+29,047
297
$74.1K 0.02%
+59,272
298
$26.9K 0.01%
+11,000
299
– –
-61,898
300
– –
-48,296
10 11
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