LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $460M
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$592K
3
+$449K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$309K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$308K

Top Sells

1
+$3.75M
2
+$692K
3
+$609K
4
ZBH icon
Zimmer Biomet
ZBH
+$504K
5
AAPL icon
Apple
AAPL
+$435K

Sector Composition

1 Financials 4.88%
2 Technology 1.44%
3 Consumer Discretionary 0.98%
4 Healthcare 0.68%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.89%
75,383
+203
27
$1.82M 0.75%
51,717
-42
28
$1.39M 0.57%
43,838
-242
29
$1.2M 0.5%
54,138
+94
30
$1.2M 0.49%
74,657
+468
31
$1.19M 0.49%
82,577
-1,312
32
$1.19M 0.49%
84,603
-128
33
$1.16M 0.48%
61,935
-326
34
$1.15M 0.48%
50,857
+631
35
$1.12M 0.46%
75,893
+467
36
$1.12M 0.46%
56,744
-168
37
$857K 0.35%
4,046
+399
38
$815K 0.34%
2,951
+143
39
$806K 0.33%
1,521
+492
40
$798K 0.33%
6,719
+736
41
$767K 0.32%
4,033
+367
42
$754K 0.31%
14,060
+392
43
$640K 0.26%
37,524
+3,989
44
$553K 0.23%
9,392
+592
45
$515K 0.21%
4,912
+710
46
$504K 0.21%
8,636
+563
47
$498K 0.21%
3,243
+197
48
$490K 0.2%
4,208
+211
49
$456K 0.19%
2,870
-213
50
$449K 0.19%
+660
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