LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.25M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.6M

Top Sells

1
+$20.7M
2
+$11.8M
3
+$7.25M
4
GAP
The Gap Inc
GAP
+$2.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$297K 0.07%
+7,102
302
$296K 0.07%
2,939
-481
303
$295K 0.07%
2,663
+185
304
$294K 0.07%
+10,068
305
$294K 0.07%
1,632
-66
306
$293K 0.07%
5,950
307
$292K 0.07%
915
-24
308
$291K 0.07%
735
-45
309
$286K 0.07%
560
+13
310
$285K 0.06%
3,051
-12
311
$281K 0.06%
+6,304
312
$278K 0.06%
1,556
+189
313
$273K 0.06%
+1,135
314
$272K 0.06%
1,674
+71
315
$271K 0.06%
2,552
-149
316
$270K 0.06%
2,586
-145
317
$269K 0.06%
6,223
-126
318
$266K 0.06%
6,443
-1,104
319
$266K 0.06%
+1,575
320
$262K 0.06%
4,290
321
$260K 0.06%
3,972
+171
322
$260K 0.06%
326
-6
323
$260K 0.06%
+7,804
324
$258K 0.06%
2,187
+73
325
$258K 0.06%
+878
11 12
13
14 15