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
$407M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.42M
3
+$1.98M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.6M
5
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$1.49M

Top Sells

1
+$3.63M
2
+$3.37M
3
+$2.13M
4
NVDA icon
NVIDIA
NVDA
+$1.92M
5
PNNT
Pennant Park Investment Corp
PNNT
+$1.56M

Sector Composition

1 Consumer Staples 13.83%
2 Financials 11.48%
3 Industrials 7.2%
4 Technology 6.89%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$265K 0.07%
1,603
+47
302
$264K 0.07%
618
-6
303
$264K 0.07%
5,455
-4,036
304
$264K 0.06%
1,437
+430
305
$264K 0.06%
7,547
-1,444
306
$261K 0.06%
36,105
+9,940
307
$258K 0.06%
2,114
+119
308
$255K 0.06%
14,243
-400
309
$253K 0.06%
1,061
+10
310
$253K 0.06%
939
-204
311
$252K 0.06%
2,391
+228
312
$252K 0.06%
+2,325
313
$249K 0.06%
+5,431
314
$248K 0.06%
+3,801
315
$248K 0.06%
+6,800
316
$246K 0.06%
4,290
317
$245K 0.06%
5,184
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318
$242K 0.06%
2,701
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319
$239K 0.06%
2,059
-37
320
$239K 0.06%
4,091
321
$238K 0.06%
+547
322
$237K 0.06%
565
+18
323
$232K 0.06%
4,344
-272
324
$230K 0.06%
3,926
-7
325
$224K 0.06%
961
+36
11 12
13
14 15