LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM
$439M
1-Year Return
15.9%
This Quarter Return
+0.3%
1 Year Return
+15.9%
3 Year Return
+47.32%
5 Year Return
–
10 Year Return
–
AUM
$393M
AUM Growth
+$252M
(+179%)
Cap. Flow
+$242M
Cap. Flow
% of AUM
61.76%
Top 10 Holdings %
Top 10 Hldgs %
35.73%
Holding
374
New
262
Increased
17
Reduced
19
Closed
76
Top Buys
| 1 |
Walmart
WMT
|
$31.8M |
| 2 |
GAP
The Gap, Inc.
GAP
|
$20.7M |
| 3 |
JB Hunt Transport Services
JBHT
|
$19.8M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$16.5M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$10.6M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$7.08M |
| 2 |
Alerian MLP ETF
AMLP
|
$6.96M |
| 3 |
Southern Company
SO
|
$6.22M |
| 4 |
Duke Energy
DUK
|
$4.82M |
| 5 |
American Electric Power
AEP
|
$4.42M |
Sector Composition
| 1 | Financials | 12.86% |
| 2 | Consumer Staples | 10.72% |
| 3 | Technology | 8.82% |
| 4 | Consumer Discretionary | 8.69% |
| 5 | Industrials | 8.06% |
