LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM $407M
AUM
$407M
AUM Growth
+$2.43M (+0.6%)
Cap. Flow
+$29.7M
Cap. Flow % of AUM
7.31%
Top 10 Holdings %Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26
Top Buys
| 1 | $11.8M | |
| 2 | $9.42M | |
| 3 | $1.98M | |
| 4 | $1.6M | |
| 5 | $1.49M |
Top Sells
| 1 | $3.63M | |
| 2 | $1.92M | |
| 3 | $1.4M | |
| 4 | $1.22M | |
| 5 | $1.14M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.99% |
| 5 | Consumer Discretionary | 6.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $223K | 0.05% | 3,063 | New | +$223K | |||
| $223K | 0.05% | 2,435 -61 | -2% | -$5.58K | |||
| $222K | 0.05% | 3,763 | New | +$222K | |||
| $222K | 0.05% | 2,399 +1 | +0% | +$92 | |||
| $219K | 0.05% | 1,367 | New | +$219K | |||
| $219K | 0.05% | 9,142 | New | +$219K | |||
| $211K | 0.05% | 2,736 | New | +$211K | |||
| $211K | 0.05% | 1,071 -39 | -4% | -$7.68K | |||
| $210K | 0.05% | 5,137 | – | – | |||
| $210K | 0.05% | 8,278 | New | +$210K | |||
| $207K | 0.05% | 1,495 | New | +$207K | |||
| $206K | 0.05% | 1,645 -79 | -5% | -$9.89K | |||
| $205K | 0.05% | 2,361 | New | +$205K | |||
| $204K | 0.05% | 5,621 | New | +$204K | |||
| $204K | 0.05% | 2,581 | – | – | |||
| $203K | 0.05% | 4,120 -1,000 | -20% | -$49.4K | |||
| $203K | 0.05% | 28,800 | – | – | |||
| $203K | 0.05% | 836 | New | +$203K | |||
| $200K | 0.05% | 4,867 | New | +$200K | |||
| $200K | 0.05% | 3,344 | New | +$200K | |||
| $172K | 0.04% | 12,440 +532 | +4% | +$7.37K | |||
| $160K | 0.04% | 10,000 | New | +$160K | |||
| $93.4K | 0.02% | 24,462 +1,685 | +7% | +$6.44K | |||
| $79.1K | 0.02% | 33,928 | New | +$79.1K | |||
| $74.9K | 0.02% | 58,972 | – | – |
