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
351
$214K 0.05%
+942
352
$212K 0.05%
+445
353
$211K 0.05%
+1,713
354
$210K 0.05%
2,643
+62
355
$210K 0.05%
+5,017
356
$209K 0.05%
28,800
357
$209K 0.05%
1,340
-345
358
$207K 0.05%
36,128
+23
359
$207K 0.05%
+3,320
360
$205K 0.05%
2,285
-1,932
361
$201K 0.05%
5,639
+18
362
$201K 0.05%
+4,638
363
$169K 0.04%
12,391
-49
364
$116K 0.03%
58,972
365
$98.4K 0.02%
+34,783
366
$52.9K 0.01%
14,500
367
– –
-33,928
368
– –
-2,823
369
– –
-2,736
370
– –
-2,325
371
– –
-4,867
372
– –
-9,926
373
– –
-10,854
374
– –
-1,595
375
– –
-6,216
13 14
15
16 17