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
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$4.81M
3
+$3.77M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.79M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.76M

Top Sells

1
+$23.3M
2
+$12.1M
3
+$8.07M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.8M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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304
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305
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-106,676
308
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309
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311
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-4,769
312
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-23,288
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