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
$186M
AUM Growth
-$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.4M
3
+$10.7M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$10.1M
5
MMLG icon
First Trust Multi-Manager Large Growth ETF
MMLG
+$9.73M

Top Sells

1
+$18.8M
2
+$15.9M
3
+$12.9M
4
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$8.79M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.75M

Sector Composition

1 Technology 0.12%
2 Consumer Discretionary 0.12%
3 Energy 0%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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