LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $460M
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-19,317
327
– –
-47,025
328
– –
-48,656
329
– –
-177,838
330
– –
-12,123
331
– –
-24,878
332
– –
-2,089
333
– –
-2,303
334
– –
-3,606
335
– –
-4,748
336
– –
-16,470
337
– –
-7,105
338
– –
-6,660
339
– –
-26,984
340
– –
-10,500
341
– –
-21,748
342
– –
-53,780
343
– –
-1,793
344
– –
-1,464
345
– –
-10,007
346
– –
-4,359
347
– –
-3,470
348
– –
-1,278
349
– –
-6,957
350
– –
-27,663
11 12 13
14
15