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
$189M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$1.32M
3
+$799K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$685K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$683K

Top Sells

1
+$2.66M
2
+$2.58M
3
+$1.06M
4
NEWT icon
NewtekOne
NEWT
+$670K
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$206K

Sector Composition

1 Financials 6.69%
2 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 1.54%
122,180
-3,787
27
$2.24M 1.19%
70,849
+724
28
$1.95M 1.03%
94,435
+1,759
29
$1.67M 0.88%
44,464
+670
30
$1.13M 0.6%
101,912
+1,374
31
$1.05M 0.55%
84,412
+3,974
32
$1.02M 0.54%
56,465
+2,040
33
$1.01M 0.54%
44,603
+2,046
34
$994K 0.53%
58,907
+1,123
35
$986K 0.52%
62,974
+800
36
$948K 0.5%
24,381
+480
37
$937K 0.5%
54,545
+1,772
38
$896K 0.48%
52,897
+2,086
39
$879K 0.47%
26,130
-938
40
$850K 0.45%
70,232
+1,591
41
$840K 0.45%
81,018
+1,971
42
$815K 0.43%
75,082
+1,826
43
$799K 0.42%
+47,070
44
$782K 0.41%
47,852
+1,814
45
$769K 0.41%
140,928
+5,663
46
$749K 0.4%
64,710
+2,318
47
$243K 0.13%
+4,510
48
$235K 0.12%
879
-23
49
$228K 0.12%
1,648
+2
50
$217K 0.12%
4,481
-486
1
2
3