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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$246K 0.06%
683
-14
302
$245K 0.06%
3,313
-3,468
303
$241K 0.06%
26,136
-3,221
304
$239K 0.06%
925
-584
305
$237K 0.06%
1,456
-1,755
306
$237K 0.06%
+1,110
307
$236K 0.06%
2,434
-3,080
308
$234K 0.06%
1,762
-1,926
309
$233K 0.06%
2,496
+293
310
$233K 0.06%
+3,018
311
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+9,151
312
$231K 0.06%
+1,724
313
$230K 0.06%
2,163
+49
314
$230K 0.06%
1,336
-51
315
$229K 0.06%
2,436
-2,557
316
$229K 0.06%
2,096
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317
$228K 0.06%
2,296
-49
318
$228K 0.06%
+5,192
319
$226K 0.06%
1,670
-1,542
320
$223K 0.06%
1,007
-1,220
321
$219K 0.05%
2,206
+121
322
$217K 0.05%
2,398
-5
323
$216K 0.05%
1,253
-1,342
324
$216K 0.05%
5,137
325
$215K 0.05%
1,995
-61
11 12
13
14 15