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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$221K 0.04%
+514
327
$219K 0.04%
+2,085
328
$219K 0.04%
2,437
-345
329
$218K 0.04%
1,096
-671
330
$217K 0.04%
+2,488
331
$217K 0.04%
2,095
-592
332
$214K 0.04%
+1,968
333
$213K 0.04%
+1,073
334
$213K 0.04%
+5,137
335
$212K 0.04%
1,387
-7,918
336
$212K 0.04%
+4,120
337
$212K 0.04%
+2,289
338
$211K 0.04%
+3,947
339
$210K 0.04%
+1,114
340
$210K 0.04%
+1,644
341
$209K 0.04%
+1,626
342
$209K 0.04%
+2,023
343
$207K 0.04%
+6,549
344
$206K 0.04%
+848
345
$206K 0.04%
2,203
-163
346
$205K 0.04%
+2,581
347
$205K 0.04%
+5,371
348
$202K 0.04%
+4,045
349
$202K 0.04%
1,237
+6
350
$201K 0.04%
+757
12 13
14
15 16