LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $407M
AUM
$407M
AUM Growth
+$2.43M
Cap. Flow
+$29.7M
Cap. Flow %
7.31%
Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26

Top Buys

1
$11.8M
2
$9.42M
3
$1.98M
4
$1.6M
5
$1.49M

Top Sells

1
$3.63M
2
$1.92M
3
$1.4M
4
$1.22M
5
$1.14M

Sector Composition

1Consumer Staples13.83%
2Financials11.48%
3Industrials7.2%
4Technology6.99%
5Consumer Discretionary6.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.19M0.54%58,079
+4,012
+7%
+$151K
$2.08M0.51%207,671
+2,712
+1%
+$27.1K
$2.03M0.5%12,133
+251
+2%
+$42K
$2.03M0.5%32,769
+201
+0.6%
+$12.4K
$1.98M0.49%34,677
-2,477
-7%
-$142K
$1.89M0.47%23,151
+6,090
+36%
+$498K
$1.88M0.46%61,218
-4,680
-7%
-$144K
$1.88M0.46%29,460
-2,547
-8%
-$163K
$1.86M0.46%75,616
+55,550
+277%
+$1.36M
$1.78M0.44%3,407
-294
-8%
-$154K
$1.74M0.43%4,690
+147
+3%
+$54.5K
$1.73M0.43%38,213
+8,883
+30%
+$403K
$1.72M0.42%7,006
-359
-5%
-$88.1K
$1.68M0.41%110,979
-8,821
-7%
-$134K
$1.63M0.4%84,602
-4,332
-5%
-$83.2K
$1.61M0.4%10,126
-803
-7%
-$127K
$1.6M0.39%49,660 New
+$1.6M
$1.58M0.39%48,937
-2,136
-4%
-$69.1K
$1.55M0.38%27,433
-4,585
-14%
-$259K
$1.52M0.37%20,670
-2,166
-9%
-$159K
$1.5M0.37%54,755
-11,810
-18%
-$324K
$1.49M0.37%74,826 New
+$1.49M
$1.48M0.37%17,031
+11,697
+219%
+$1.02M
$1.48M0.36%66,796
-3,238
-5%
-$71.8K
$1.43M0.35%21,815
-1,375
-6%
-$90.4K
1234516