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
$407M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.3M
3
+$2.06M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.66M
5
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$1.55M

Top Sells

1
+$6.44M
2
+$3.37M
3
+$2.25M
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$2.13M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.76M

Sector Composition

1 Consumer Staples 13.83%
2 Financials 11.48%
3 Industrials 7.2%
4 Technology 6.89%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$223K 0.05%
+3,063
327
$223K 0.05%
2,435
-61
328
$222K 0.05%
+3,763
329
$222K 0.05%
2,399
+1
330
$219K 0.05%
+1,367
331
$219K 0.05%
+9,142
332
$211K 0.05%
+2,736
333
$211K 0.05%
1,071
-39
334
$210K 0.05%
5,137
335
$210K 0.05%
+8,278
336
$207K 0.05%
+1,495
337
$206K 0.05%
1,645
-79
338
$205K 0.05%
+2,361
339
$204K 0.05%
+5,621
340
$204K 0.05%
2,581
341
$203K 0.05%
4,120
-1,000
342
$203K 0.05%
28,800
343
$203K 0.05%
+836
344
$200K 0.05%
+4,867
345
$200K 0.05%
+3,344
346
$172K 0.04%
12,440
+532
347
$160K 0.04%
+10,000
348
$93.4K 0.02%
24,462
+1,685
349
$79.1K 0.02%
+33,928
350
$74.9K 0.02%
58,972
12 13
14
15 16