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
$407M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.42M
3
+$1.98M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.6M
5
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$1.49M

Top Sells

1
+$3.63M
2
+$3.37M
3
+$2.13M
4
NVDA icon
NVIDIA
NVDA
+$1.92M
5
PNNT
Pennant Park Investment Corp
PNNT
+$1.56M

Sector Composition

1 Consumer Staples 13.83%
2 Financials 11.48%
3 Industrials 7.2%
4 Technology 6.89%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$305K 0.08%
1,420
-44
277
$300K 0.07%
3,058
+72
278
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5,969
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279
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280
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281
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1,404
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282
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9,926
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283
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284
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285
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780
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286
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287
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2,478
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289
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290
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291
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294
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10,854
-7,580
295
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296
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6,349
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297
$271K 0.07%
8,881
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298
$270K 0.07%
28,219
+2,083
299
$270K 0.07%
332
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300
$268K 0.07%
1,531
-32
10 11
12
13 14