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

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
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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-35,000
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-908
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311
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312
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-106,676
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