LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM
$439M
1-Year Est. Return
15.9%
1 Year Est. Return
+15.9%
AUM
$407M
AUM Growth
+$2.43M
(+0.6%)
Holding
377
Top Buys
| 1 | +$11.8M | |
| 2 | +$9.42M | |
| 3 | +$1.98M | |
| 4 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$1.6M |
| 5 |
Morgan Stanley Direct Lending Fund
MSDL
|
+$1.49M |
Top Sells
| 1 | +$3.63M | |
| 2 | +$3.37M | |
| 3 | +$2.13M | |
| 4 |
NVIDIA
NVDA
|
+$1.92M |
| 5 |
PNNT
Pennant Park Investment Corp
PNNT
|
+$1.56M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.89% |
| 5 | Consumer Discretionary | 6.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ETHA
376
iShares Ethereum Trust ETF
ETHA
$2.22B
| – | – |
-9,151
|
|
||
377
Moelis & Co
MC
$5.02B
| – | – |
-3,313
|
|