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
$466M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.63M
3
+$635K
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$626K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$540K

Top Sells

1
+$4.56M
2
+$2.7M
3
+$2.04M
4
TSLA icon
Tesla
TSLA
+$1.9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.3M

Sector Composition

1 Consumer Staples 14.69%
2 Financials 10.04%
3 Industrials 8.41%
4 Technology 8.32%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
326
Intel
INTC
$330B
$255K 0.05%
6,921
-9,763
IDA icon
327
Idacorp
IDA
$8.07B
$254K 0.05%
2,010
-102
MOAT icon
328
VanEck Morningstar Wide Moat ETF
MOAT
$12.2B
$252K 0.05%
2,435
ABNB icon
329
Airbnb
ABNB
$86.1B
$251K 0.05%
1,849
+18
DDEC icon
330
FT Vest US Equity Deep Buffer ETF December
DDEC
$419M
$249K 0.05%
5,512
+495
FCX icon
331
Freeport-McMoran
FCX
$101B
$247K 0.05%
+4,859
DJUL icon
332
FT Vest US Equity Deep Buffer ETF July
DJUL
$397M
$244K 0.05%
5,137
KHPI
333
Kensington Hedged Premium Income ETF
KHPI
$349M
$244K 0.05%
9,521
+193
AEM icon
334
Agnico Eagle Mines
AEM
$108B
$239K 0.05%
+1,412
EQIX icon
335
Equinix
EQIX
$109B
$237K 0.05%
309
-7
CDW icon
336
CDW
CDW
$17.5B
$234K 0.05%
1,721
+193
CMG icon
337
Chipotle Mexican Grill
CMG
$46.7B
$233K 0.05%
+6,310
DOCT
338
FT Vest US Equity Deep Buffer ETF October
DOCT
$380M
$230K 0.05%
+5,201
IAU icon
339
iShares Gold Trust
IAU
$77.1B
$230K 0.05%
2,837
-332
MCHP icon
340
Microchip Technology
MCHP
$43.5B
$230K 0.05%
3,603
-1,149
LFUS icon
341
Littelfuse
LFUS
$9.93B
$228K 0.05%
903
-44
UBER icon
342
Uber
UBER
$158B
$228K 0.05%
2,789
-102
BOND icon
343
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.86B
$223K 0.05%
2,392
-9
COP icon
344
ConocoPhillips
COP
$142B
$222K 0.05%
2,376
+5
NVO icon
345
Novo Nordisk
NVO
$180B
$222K 0.05%
4,363
-788
TMSL icon
346
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.78B
$222K 0.05%
6,172
-353
NPO icon
347
Enpro
NPO
$5.99B
$221K 0.05%
1,033
-102
CMI icon
348
Cummins
CMI
$88B
$220K 0.05%
+432
OLLI icon
349
Ollie's Bargain Outlet
OLLI
$5.71B
$220K 0.05%
2,003
-108
MC icon
350
Moelis & Co
MC
$5.04B
$218K 0.05%
3,173
-157
12 13
14
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