LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM
$460M
1-Year Est. Return
15.52%
1 Year Est. Return
+15.52%
AUM
$460M
AUM Growth
+$20.4M
(+4.7%)
Holding
394
Top Buys
| 1 | +$2.24M | |
| 2 | +$1.88M | |
| 3 | +$1.59M | |
| 4 |
AB Tax-Aware Short Duration Municipal ETF
TAFI
|
+$758K |
| 5 |
CAVA Group
CAVA
|
+$595K |
Top Sells
| 1 | +$4.28M | |
| 2 | +$2.65M | |
| 3 | +$2.06M | |
| 4 |
Tesla
TSLA
|
+$1.6M |
| 5 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$718K |
Sector Composition
| 1 | Consumer Staples | 14.03% |
| 2 | Financials | 10.03% |
| 3 | Technology | 8.3% |
| 4 | Consumer Discretionary | 8.11% |
| 5 | Industrials | 6.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
EVgo
EVGO
$426M
| $68.6K | 0.01% |
14,500
|
|
||
|
LAR
377
Lithium Argentina AG
LAR
$899M
| $37.7K | 0.01% |
+11,279
|
|
||
378
Bit Digital
BTBT
$715M
| $30K | 0.01% |
+10,000
|
|
||
|
ANSS
379
DELISTED
Ansys
ANSS
| – | – |
-1,164
|
|
||
380
American Express
AXP
$251B
| – | – |
-915
|
|
||
381
Chipotle Mexican Grill
CMG
$46B
| – | – |
-6,430
|
|
||
382
Copart
CPRT
$38.3B
| – | – |
-7,842
|
|
||
383
FT Vest US Equity Deep Buffer ETF February
DFEB
$394M
| – | – |
-6,304
|
|
||
384
Freeport-McMoran
FCX
$62.2B
| – | – |
-4,638
|
|
||
385
Gartner
IT
$16.8B
| – | – |
-582
|
|
||
386
Integer Holdings
ITGR
$2.55B
| – | – |
-1,713
|
|
||
387
Keurig Dr Pepper
KDP
$38.3B
| – | – |
-11,082
|
|
||
388
MP Materials
MP
$10.6B
| – | – |
-7,804
|
|
||
389
Old Dominion Freight Line
ODFL
$29.7B
| – | – |
-1,674
|
|
||
390
Spotify
SPOT
$119B
| – | – |
-296
|
|
||
391
Trade Desk
TTD
$19.3B
| – | – |
-3,580
|
|
||
392
Workday
WDAY
$56.6B
| – | – |
-978
|
|
||
393
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
| – | – |
-10,216
|
|
||
394
Zoetis
ZTS
$57.1B
| – | – |
-1,340
|
|