LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM
$466M
1-Year Est. Return
18.27%
1 Year Est. Return
+18.27%
AUM
$466M
AUM Growth
+$6.13M
(+1.3%)
Holding
401
Top Buys
| 1 | +$632K | |
| 2 | +$629K | |
| 3 | +$579K | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$539K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$503K |
Top Sells
| 1 | +$4.55M | |
| 2 | +$2.7M | |
| 3 | +$2.04M | |
| 4 |
Tesla
TSLA
|
+$1.93M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$1.3M |
Sector Composition
| 1 | Consumer Staples | 14.69% |
| 2 | Financials | 10.04% |
| 3 | Industrials | 8.41% |
| 4 | Technology | 8.32% |
| 5 | Consumer Discretionary | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Bit Digital
BTBT
$780M
| – | – |
-10,000
|
|