LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
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
+$9.46M
2
+$6.6M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.92M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.74M

Top Sells

1
+$20.8M
2
+$11.8M
3
+$2.2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.63M

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
TTD icon
326
Trade Desk
TTD
$24.4B
$258K 0.06%
+3,580
BURL icon
327
Burlington
BURL
$17.3B
$253K 0.06%
1,089
+28
INTC icon
328
Intel
INTC
$176B
$251K 0.06%
11,199
-2,298
NPO icon
329
Enpro
NPO
$4.78B
$250K 0.06%
+1,308
MNST icon
330
Monster Beverage
MNST
$68.6B
$243K 0.06%
3,886
-40
IDA icon
331
Idacorp
IDA
$7.34B
$243K 0.06%
2,107
+48
IJH icon
332
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$241K 0.05%
3,884
-207
RACE icon
333
Ferrari
RACE
$71B
$240K 0.05%
490
-128
MS icon
334
Morgan Stanley
MS
$252B
$239K 0.05%
+1,697
IT icon
335
Gartner
IT
$17.9B
$235K 0.05%
582
+17
WDAY icon
336
Workday
WDAY
$62.5B
$235K 0.05%
978
+17
IAU icon
337
iShares Gold Trust
IAU
$64.3B
$235K 0.05%
3,763
IBIT icon
338
iShares Bitcoin Trust
IBIT
$81.5B
$234K 0.05%
+3,817
KHPI
339
Kensington Hedged Premium Income ETF
KHPI
$190M
$231K 0.05%
9,142
EXLS icon
340
EXL Service
EXLS
$6.52B
$230K 0.05%
5,263
+79
NEM icon
341
Newmont
NEM
$99.7B
$230K 0.05%
3,952
-4,024
MU icon
342
Micron Technology
MU
$227B
$230K 0.05%
1,864
-497
MOAT icon
343
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$228K 0.05%
2,435
-1,508
DJUL icon
344
FT Vest US Equity Deep Buffer ETF July
DJUL
$406M
$228K 0.05%
5,137
SPOT icon
345
Spotify
SPOT
$138B
$227K 0.05%
+296
DFCF icon
346
Dimensional Core Fixed Income ETF
DFCF
$8.15B
$224K 0.05%
+5,310
SMCI icon
347
Super Micro Computer
SMCI
$31B
$223K 0.05%
+4,540
BOND icon
348
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.96B
$221K 0.05%
2,400
+1
CFR icon
349
Cullen/Frost Bankers
CFR
$7.88B
$216K 0.05%
1,677
+32
SIGI icon
350
Selective Insurance
SIGI
$4.94B
$215K 0.05%
2,482
+47
12 13
14
15 16