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
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.25M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.6M

Top Sells

1
+$20.7M
2
+$11.8M
3
+$7.25M
4
GAP
The Gap Inc
GAP
+$2.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$258K 0.06%
+3,580
327
$253K 0.06%
1,089
+28
328
$251K 0.06%
11,199
-2,298
329
$250K 0.06%
+1,308
330
$243K 0.06%
3,886
-40
331
$243K 0.06%
2,107
+48
332
$241K 0.05%
3,884
-207
333
$240K 0.05%
490
-128
334
$239K 0.05%
+1,697
335
$235K 0.05%
582
+17
336
$235K 0.05%
978
+17
337
$235K 0.05%
3,763
338
$234K 0.05%
+3,817
339
$231K 0.05%
9,142
340
$230K 0.05%
5,263
+79
341
$230K 0.05%
3,952
-4,024
342
$230K 0.05%
1,864
-497
343
$228K 0.05%
2,435
-1,508
344
$228K 0.05%
5,137
345
$227K 0.05%
+296
346
$224K 0.05%
+5,310
347
$223K 0.05%
+4,540
348
$221K 0.05%
2,400
+1
349
$216K 0.05%
1,677
+32
350
$215K 0.05%
2,482
+47
12 13
14
15 16