LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.83M
3
+$1.67M
4
WMT icon
Walmart Inc
WMT
+$1.33M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.09M

Top Sells

1
+$45M
2
+$14.6M
3
+$9.97M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.74M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.24M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$213K 0.05%
+4,616
327
$210K 0.05%
1,504
-1,890
328
$210K 0.05%
5,263
-5,006
329
$209K 0.05%
1,757
-1,698
330
$207K 0.05%
3,933
-3,696
331
$201K 0.05%
2,581
332
$196K 0.05%
28,800
-40,599
333
$171K 0.04%
11,908
-6,276
334
$168K 0.04%
26,165
-10,289
335
$86.1K 0.02%
58,972
+2,700
336
$62K 0.02%
22,777
+786
337
$58.7K 0.01%
14,500
338
– –
-11,676
339
– –
-3,248
340
– –
-9,498
341
– –
-848
342
– –
-8,053
343
– –
-1,721
344
– –
-2,957
345
– –
-1,551
346
– –
-8,040
347
– –
-961
348
– –
-135,010
349
– –
-4,466
350
– –
-1,533
12 13
14
15 16