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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$292K 0.07%
11,513
-1,120
277
$291K 0.07%
5,950
278
$289K 0.07%
306
-306
279
$289K 0.07%
1,620
-126
280
$286K 0.07%
+8,860
281
$285K 0.07%
3,075
282
$283K 0.07%
1,348
+66
283
$282K 0.07%
+6,578
284
$278K 0.07%
+3,107
285
$274K 0.07%
1,556
+460
286
$274K 0.07%
1,493
-181
287
$273K 0.07%
6,173
+222
288
$273K 0.07%
2,986
+245
289
$272K 0.07%
+3,367
290
$270K 0.07%
9,460
-2,600
291
$267K 0.07%
1,806
-212
292
$265K 0.07%
624
-866
293
$265K 0.07%
+547
294
$262K 0.06%
6,407
-193
295
$258K 0.06%
1,475
-26,207
296
$256K 0.06%
4,290
297
$255K 0.06%
+4,091
298
$254K 0.06%
8,241
299
$253K 0.06%
5,120
+1,000
300
$246K 0.06%
5,553
+182
10 11
12
13 14