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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$292K 0.06%
5,950
277
$289K 0.06%
1,692
-48
278
$289K 0.06%
2,843
+605
279
$288K 0.06%
27,178
-4,077
280
$287K 0.06%
5,486
-823
281
$287K 0.06%
+1,713
282
$283K 0.06%
+138
283
$283K 0.06%
+1,280
284
$283K 0.06%
29,047
285
$278K 0.06%
5,951
+351
286
$277K 0.06%
11,799
+348
287
$276K 0.06%
+6,942
288
$271K 0.05%
5,744
-27,748
289
$268K 0.05%
+2,050
290
$267K 0.05%
+2,741
291
$266K 0.05%
2,740
-170
292
$266K 0.05%
3,225
-36
293
$266K 0.05%
1,009
+14
294
$264K 0.05%
2,018
-11,518
295
$260K 0.05%
+3,248
296
$259K 0.05%
+2,893
297
$258K 0.05%
4,290
+600
298
$257K 0.05%
+5,670
299
$257K 0.05%
331
-149
300
$252K 0.05%
487
-439
10 11
12
13 14