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
$256M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.1M
3
+$14.2M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$14M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$12.3M

Top Sells

1
+$14.2M
2
+$12.4M
3
+$592K
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$242K
5
AAPL icon
Apple
AAPL
+$425

Sector Composition

1 Financials 10.5%
2 Technology 0.09%
3 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 1.01%
+87,937
27
$2.55M 1%
+75,940
28
$2.46M 0.96%
+58,514
29
$2.42M 0.95%
+21,911
30
$2.42M 0.95%
+52,036
31
$2.4M 0.94%
+75,412
32
$2.39M 0.94%
+74,957
33
$2.38M 0.93%
+68,283
34
$2.33M 0.91%
+27,399
35
$2.3M 0.9%
+79,697
36
$2.19M 0.86%
+57,768
37
$1.32M 0.52%
+1,216,563
38
$376K 0.15%
7,410
+148
39
$375K 0.15%
7,483
+157
40
$304K 0.12%
+675
41
$230K 0.09%
1,625
-3
42
$219K 0.09%
+28,715
43
$210K 0.08%
1,280
44
– –
-183,904
45
– –
-1,897
46
– –
-336,389
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