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
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.25M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.6M

Top Sells

1
+$20.7M
2
+$11.8M
3
+$7.25M
4
GAP
The Gap Inc
GAP
+$2.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$354K 0.08%
707
-89
277
$353K 0.08%
5,014
-441
278
$350K 0.08%
4,355
+137
279
$350K 0.08%
+14,033
280
$349K 0.08%
11,528
-2,352
281
$348K 0.08%
1,712
+292
282
$344K 0.08%
7,834
+316
283
$337K 0.08%
+7,029
284
$337K 0.08%
2,487
-137
285
$337K 0.08%
7,539
+961
286
$333K 0.08%
1,627
-17
287
$328K 0.07%
1,519
-1,006
288
$325K 0.07%
4,710
+537
289
$324K 0.07%
464
+5
290
$324K 0.07%
31,252
+638
291
$321K 0.07%
11,125
-175
292
$319K 0.07%
6,466
-426
293
$316K 0.07%
+15,190
294
$314K 0.07%
3,964
-3,554
295
$310K 0.07%
2,349
-162
296
$309K 0.07%
14,584
-353
297
$306K 0.07%
1,175
-342
298
$305K 0.07%
33,213
+4,994
299
$303K 0.07%
6,724
-2,022
300
$303K 0.07%
1,655
-1,398
10 11
12
13 14