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
351
$200K 0.04%
+3,344
352
$187K 0.04%
+13,713
353
$90.6K 0.02%
56,272
-3,000
354
$68.6K 0.01%
+21,991
355
$60K 0.01%
14,500
+3,500
356
$15.7K ﹤0.01%
+10,000
357
$2.31K ﹤0.01%
135,010
358
– –
-1,001
359
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360
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361
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-8,994
362
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-25,617
363
– –
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364
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365
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366
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367
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368
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369
– –
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370
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371
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372
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373
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-11,401
374
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375
– –
-7,653
12 13 14
15
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