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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$23.7M
3
+$8.77M
4
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$8.56M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$4.49M

Top Sells

1
+$6.97M
2
+$6.5M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
KKR icon
KKR & Co
KKR
+$1.36M

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
376
– –
-8,994
377
– –
-25,617
378
– –
-156,369
12 13 14 15
16