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LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM
$485M
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+1.35%
1 Year Est. Return
+21.24%
3 Year Est. Return
+55.42%
5 Year Est. Return
+47.19%
10 Year Est. Return
–
AUM
$485M
AUM Growth
+$19.5M
(+4.2%)
Cap. Flow
+$26M
Cap. Flow
% of AUM
5.37%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
415
New
39
Increased
168
Reduced
148
Closed
30
Top Buys
| 1 |
D.R. Horton
DHI
|
+$16.4M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.26M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$4.03M |
| 4 |
Blackrock
BLK
|
+$1.96M |
| 5 |
Intel
INTC
|
+$1.94M |
Top Sells
| 1 |
NEOS S&P 500 High Income ETF
SPYI
|
+$4M |
| 2 |
Walmart Inc
WMT
|
+$3.9M |
| 3 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.86M |
| 4 |
JB Hunt Transport Services
JBHT
|
+$2.83M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2.34M |
Sector Composition
| 1 | Consumer Staples | 14.72% |
| 2 | Financials | 9.48% |
| 3 | Consumer Discretionary | 9.2% |
| 4 | Technology | 8.41% |
| 5 | Industrials | 8.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Harbor Long-Term Growers ETF
WINN
$1.15B
| $251K | 0.05% |
+9,047
| New | +$268K |
|
327
Airbnb
ABNB
$87.7B
| $250K | 0.05% |
1,983
+134
| +7% | +$17.4K |
|
328
Watsco Inc
WSO
$15.9B
| $249K | 0.05% |
684
+70
| +11% | +$27.1K |
|
329
Vanguard Mid-Cap ETF
VO
$106B
| $248K | 0.05% |
26,136
-2,004
| -7% | -$149K |
|
330
Corning
GLW
$136B
| $247K | 0.05% |
+1,817
| New | +$219K |
|
331
iShares Gold Trust
IAU
$61.8B
| $246K | 0.05% |
2,794
-43
| -2% | -$3.94K |
|
332
Diodes
DIOD
$4.1B
| $246K | 0.05% |
+3,600
| New | +$227K |
|
333
FT Vest US Equity Deep Buffer ETF December
DDEC
$429M
| $244K | 0.05% |
5,512
| – | – |
|
334
Honeywell
HON
$71.7B
| $242K | 0.05% |
+1,070
| New | +$244K |
|
335
FT Vest US Equity Deep Buffer ETF July
DJUL
$408M
| $240K | 0.05% |
5,137
| – | – |
|
336
Angel Oak Income ETF
CARY
$1.31B
| $239K | 0.05% |
11,525
-3,069
| -21% | -$64.3K |
|
337
Cummins
CMI
$89.4B
| $239K | 0.05% |
444
+12
| +3% | +$6.79K |
|
338
NNN REIT
NNN
$9.36B
| $238K | 0.05% |
+5,655
| New | +$244K |
|
339
Valero Energy
VLO
$89.2B
| $237K | 0.05% |
+958
| New | +$197K |
|
340
Sea Limited
SE
$65.1B
| $236K | 0.05% |
2,845
+140
| +5% | +$15K |
|
341
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
| $235K | 0.05% |
2,435
| – | – |
|
|
PR
342
Permian Resources
PR
$16.5B
| $233K | 0.05% |
10,913
-1,031
| -9% | -$17.8K |
|
343
Tortoise North American Pipeline ETF
TPYP
$887M
| $232K | 0.05% |
+5,488
| New | +$217K |
|
344
Pool Corp
POOL
$7.58B
| $232K | 0.05% |
+1,147
| New | +$270K |
|
345
Service Corp International
SCI
$11B
| $229K | 0.05% |
2,775
-1,499
| -35% | -$121K |
|
346
Vanguard Growth ETF
VUG
$224B
| $226K | 0.05% |
3,102
-672
| -18% | -$52.3K |
|
347
GE Aerospace
GE
$361B
| $224K | 0.05% |
788
+131
| +20% | +$41.2K |
|
348
Zoetis
ZTS
$32.2B
| $223K | 0.05% |
1,883
-305
| -14% | -$37.7K |
|
349
Moelis & Co
MC
$5.15B
| $223K | 0.05% |
3,904
+731
| +23% | +$47.5K |
|
350
Onto Innovation
ONTO
$14B
| $222K | 0.05% |
+1,084
| New | +$222K |
|
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