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LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $485M
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
+1.35%
1 Year Est. Return
+21.24%
3 Year Est. Return
+55.42%
5 Year Est. Return
+47.19%
10 Year Est. Return
–
AUM
$485M
AUM Growth
+$19.5M
Cap. Flow
+$26M
Cap. Flow %
5.37%
Top 10 Hldgs %
32.9%
Holding
415
New
39
Increased
168
Reduced
148
Closed
30

Top Buys

1
DHI icon
D.R. Horton
DHI
+$16.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.26M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.03M
4
BLK icon
Blackrock
BLK
+$1.96M
5
INTC icon
Intel
INTC
+$1.94M

Top Sells

1
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$4M
2
WMT icon
Walmart Inc
WMT
+$3.9M
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.86M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$2.83M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.34M

Sector Composition

1 Consumer Staples 14.72%
2 Financials 9.48%
3 Consumer Discretionary 9.2%
4 Technology 8.41%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLI
376
Standard Lithium
SLI
$524M
$193K 0.04%
56,472
-1,850
-3% -$8.28K
WEST icon
377
Westrock Coffee
WEST
$724M
$155K 0.03%
36,540
+3,087
+9% +$13.8K
FSCO
378
FS Credit Opportunities Corp
FSCO
$977M
$147K 0.03%
28,800
– –
WOOF icon
379
Petco
WOOF
$754M
$96.9K 0.02%
34,865
+82
+0.2% +$227
LAR
380
Lithium Argentina AG
LAR
$1.05B
$75.3K 0.02%
11,279
– –
LYG icon
381
Lloyds Banking Group
LYG
$87.7B
$50.6K 0.01%
+10,051
New +$55.1K
MSOX icon
382
AdvisorShares MSOS 2X Daily ETF
MSOX
$52.1M
$37.8K 0.01%
17,580
– –
CNTX icon
383
Context Therapeutics
CNTX
$56.6M
$27K 0.01%
+10,315
New +$24.1K
EVGO icon
384
EVgo
EVGO
$244M
$24.3K 0.01%
14,127
-373
-3% -$997
PLUG icon
385
Plug Power
PLUG
$2.97B
$22.6K ﹤0.01%
10,000
– –
AMP icon
386
Ameriprise Financial
AMP
$47.5B
– –
-839
Closed -$412K
AUB icon
387
Atlantic Union Bankshares
AUB
$6.19B
– –
-5,879
Closed -$208K
AVB icon
388
AvalonBay Communities
AVB
$73.2B
– –
-1,626
Closed -$295K
BIL icon
389
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
– –
-42,259
Closed -$3.86M
CAVA icon
390
CAVA Group
CAVA
$7.77B
– –
-22,025
Closed -$1.29M
CDW icon
391
CDW
CDW
$17.3B
– –
-1,721
Closed -$234K
CFR icon
392
Cullen/Frost Bankers
CFR
$10.3B
– –
-1,660
Closed -$210K
CHE icon
393
Chemed
CHE
$6.65B
– –
-790
Closed -$338K
CRM icon
394
Salesforce
CRM
$141B
– –
-1,443
Closed -$382K
DBMF icon
395
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.84B
– –
-7,706
Closed -$216K
DFIP icon
396
Dimensional Inflation-Protected Securities ETF
DFIP
$1.11B
– –
-6,893
Closed -$286K
DFSD
397
Dimensional Short-Duration Fixed Income ETF
DFSD
$7B
– –
-5,592
Closed -$268K
DOCT
398
FT Vest US Equity Deep Buffer ETF October
DOCT
$383M
– –
-5,201
Closed -$230K
ENB icon
399
Enbridge
ENB
$123B
– –
-8,039
Closed -$384K
EQIX icon
400
Equinix
EQIX
$99.5B
– –
-309
Closed -$237K
13 14 15
16
17

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