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
$209M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.38M
3
+$8.62M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.09M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$6.26M

Top Sells

1
+$9.88M
2
+$8.28M
3
+$6.2M
4
FKU icon
First Trust United Kingdom AlphaDEX Fund
FKU
+$6.05M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.92M

Sector Composition

1 Financials 7.62%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.03%
100,127
+5,692
27
$1.92M 0.92%
47,067
+2,603
28
$1.52M 0.73%
34,172
-84,649
29
$1.34M 0.64%
64,986
+8,521
30
$1.29M 0.62%
98,202
+13,790
31
$1.27M 0.61%
68,521
+9,614
32
$1.26M 0.6%
108,277
+6,365
33
$1.26M 0.6%
32,383
-85,951
34
$1.19M 0.57%
62,304
+7,759
35
$1.15M 0.55%
51,529
+6,926
36
$1.12M 0.53%
30,194
+4,064
37
$1.08M 0.51%
93,191
+12,173
38
$1.07M 0.51%
62,366
+9,469
39
$1.06M 0.51%
81,920
+11,688
40
$1.05M 0.5%
54,391
+7,321
41
$1.04M 0.5%
65,609
+2,635
42
$1.01M 0.48%
56,577
+8,725
43
$1M 0.48%
75,664
+10,954
44
$957K 0.46%
25,858
+1,477
45
$950K 0.45%
165,296
+24,368
46
$930K 0.44%
89,114
+14,032
47
$760K 0.36%
31,528
-90,652
48
$525K 0.25%
2,464
-38,828
49
$388K 0.19%
12,046
-306,889
50
$300K 0.14%
+2,068
1
2
3