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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.83M
3
+$1.67M
4
WMT icon
Walmart Inc
WMT
+$1.33M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.09M

Top Sells

1
+$45M
2
+$14.6M
3
+$9.97M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.74M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.24M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
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