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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
(+4.2%)
Cap. Flow
+$26M
Cap. Flow
% of AUM
5.37%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
415
New
39
Increased
168
Reduced
148
Closed
30
Top Buys
| 1 |
D.R. Horton
DHI
|
+$16.4M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.26M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$4.03M |
| 4 |
Blackrock
BLK
|
+$1.96M |
| 5 |
Intel
INTC
|
+$1.94M |
Top Sells
| 1 |
NEOS S&P 500 High Income ETF
SPYI
|
+$4M |
| 2 |
Walmart Inc
WMT
|
+$3.9M |
| 3 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.86M |
| 4 |
JB Hunt Transport Services
JBHT
|
+$2.83M |
| 5 |
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% |
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