LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.22M
3
+$4.82M
4
AEP icon
American Electric Power
AEP
+$4.42M
5
AMD icon
Advanced Micro Devices
AMD
+$4.3M

Top Sells

1
+$69.8M
2
+$14M
3
+$13.8M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$11.9M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$9.29M

Sector Composition

1 Utilities 17.86%
2 Real Estate 12.51%
3 Technology 9.38%
4 Financials 8.42%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-82
302
– –
-344
303
– –
-11,528
304
– –
-4,014
305
– –
-1,527
306
– –
-6,316
307
– –
-19,059
308
– –
-56,538
309
– –
-11,460
310
– –
-3,148
311
– –
-5,336
312
– –
-18,176
313
– –
-895
314
– –
-64,049
315
– –
-13,555
316
– –
-1,061
317
– –
-11,200
318
– –
-1,805
319
– –
-6,311
320
– –
-4,783
321
– –
-4,981
322
– –
-909
323
– –
-12,832
324
– –
-68,284
325
– –
-27,335
11 12
13
14 15