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
$199M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$273K
3
+$253K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$238K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$218K

Top Sells

1
+$523K
2
+$265K
3
+$264K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$263K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$227K

Sector Composition

1 Financials 6.82%
2 Technology 0.11%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 1.34%
54,639
+1,331
27
$2.31M 1.16%
70,125
+7,239
28
$2.13M 1.07%
92,676
+2,061
29
$1.67M 0.84%
43,794
+683
30
$1.41M 0.71%
100,538
+10,338
31
$1.09M 0.55%
62,174
+931
32
$1.07M 0.54%
54,425
+175
33
$1.04M 0.52%
27,068
+802
34
$1.04M 0.52%
80,438
+1,736
35
$1.04M 0.52%
57,784
+1,058
36
$1.01M 0.51%
42,557
+1,170
37
$975K 0.49%
79,047
+522
38
$966K 0.49%
68,641
+1,314
39
$936K 0.47%
50,811
+912
40
$933K 0.47%
73,256
+2,856
41
$921K 0.46%
52,773
-156
42
$918K 0.46%
23,901
+544
43
$852K 0.43%
46,038
+1,436
44
$842K 0.42%
62,392
+1,326
45
$836K 0.42%
135,265
+374
46
$670K 0.34%
35,414
+251
47
$243K 0.12%
902
+84
48
$242K 0.12%
4,967
-1,351
49
$240K 0.12%
4,785
-1,304
50
$225K 0.11%
1,646
+2
1
2
3