LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1 +$9.46M
2 +$6.6M
3 +$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.92M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.74M

Top Sells

1 +$20.8M
2 +$11.8M
3 +$2.2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.63M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FNGA
401
DELISTED
MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038
FNGA
-1,000