LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM $407M
AUM
$407M
AUM Growth
+$2.43M (+0.6%)
Cap. Flow
+$29.7M
Cap. Flow % of AUM
7.31%
Top 10 Holdings %Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26
Top Buys
| 1 | $11.8M | |
| 2 | $9.42M | |
| 3 | $1.98M | |
| 4 | $1.6M | |
| 5 | $1.49M |
Top Sells
| 1 | $3.63M | |
| 2 | $1.92M | |
| 3 | $1.4M | |
| 4 | $1.22M | |
| 5 | $1.14M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.99% |
| 5 | Consumer Discretionary | 6.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $265K | 0.07% | 1,603 +47 | +3% | +$7.78K | |||
| $264K | 0.07% | 618 -6 | -1% | -$2.57K | |||
| $264K | 0.07% | 5,455 -4,036 | -43% | -$195K | |||
| $264K | 0.06% | 1,437 +430 | +43% | +$78.9K | |||
| $264K | 0.06% | 5,031 -963 | -16% | -$50.5K | |||
| $261K | 0.06% | 36,105 +9,940 | +38% | +$71.8K | |||
| $258K | 0.06% | 2,114 +119 | +6% | +$14.5K | |||
| $255K | 0.06% | 14,243 -400 | -3% | -$7.15K | |||
| $253K | 0.06% | 1,061 +10 | +1% | +$2.38K | |||
| $253K | 0.06% | 939 -204 | -18% | -$54.9K | |||
| $252K | 0.06% | 2,391 +228 | +11% | +$24K | |||
| $252K | 0.06% | 2,325 | New | +$252K | |||
| $249K | 0.06% | 5,431 | New | +$249K | |||
| $248K | 0.06% | 3,801 | New | +$248K | |||
| $248K | 0.06% | 6,800 | New | +$248K | |||
| $246K | 0.06% | 4,290 | – | – | |||
| $245K | 0.06% | 5,184 -369 | -7% | -$17.4K | |||
| $242K | 0.06% | 2,701 -752 | -22% | -$67.3K | |||
| $239K | 0.06% | 2,059 -37 | -2% | -$4.3K | |||
| $239K | 0.06% | 4,091 | – | – | |||
| $238K | 0.06% | 547 | New | +$238K | |||
| $237K | 0.06% | 565 +18 | +3% | +$7.56K | |||
| $232K | 0.06% | 4,344 -272 | -6% | -$14.5K | |||
| $230K | 0.06% | 3,926 -7 | -0.2% | -$410 | |||
| $224K | 0.06% | 961 +36 | +4% | +$8.41K |
