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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$252K 0.05%
697
-5
302
$251K 0.05%
8,241
303
$250K 0.05%
+1,533
304
$247K 0.05%
+18,184
305
$247K 0.05%
2,466
-710
306
$245K 0.05%
+961
307
$245K 0.05%
+2,919
308
$243K 0.05%
896
-237
309
$242K 0.05%
+3,217
310
$240K 0.05%
9,159
+6,744
311
$239K 0.05%
+1,551
312
$237K 0.05%
+2,056
313
$237K 0.05%
36,454
+7,422
314
$237K 0.05%
+449
315
$235K 0.05%
290
-69
316
$233K 0.05%
+8,045
317
$232K 0.05%
+1,320
318
$231K 0.05%
+2,957
319
$230K 0.05%
2,114
320
$229K 0.05%
+2,839
321
$228K 0.05%
+2,345
322
$227K 0.05%
2,403
323
$224K 0.04%
+615
324
$224K 0.04%
3,884
-455
325
$224K 0.04%
+1,740
11 12
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