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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$18.4M
3
+$17.6M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$16.6M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.5%
2 Technology 2.53%
3 Healthcare 1.07%
4 Consumer Discretionary 0.98%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.92%
+75,180
27
$1.65M 0.71%
+51,759
28
$1.19M 0.51%
+44,080
29
$1.11M 0.48%
+56,912
30
$1.1M 0.47%
+83,889
31
$1.1M 0.47%
+84,731
32
$1.1M 0.47%
+75,426
33
$1.07M 0.46%
+74,189
34
$1.06M 0.46%
+50,226
35
$1.05M 0.45%
+62,261
36
$959K 0.41%
+54,044
37
$798K 0.34%
+3,647
38
$752K 0.32%
+13,668
39
$733K 0.31%
+2,808
40
$704K 0.3%
+5,983
41
$692K 0.3%
+3,113
42
$609K 0.26%
+3,709
43
$588K 0.25%
+3,666
44
$517K 0.22%
+8,800
45
$504K 0.22%
+3,363
46
$477K 0.2%
+3,083
47
$468K 0.2%
+3,046
48
$435K 0.19%
+3,280
49
$435K 0.19%
+7,438
50
$432K 0.19%
+33,535
1
2
3 4