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
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 0.87%
49,125
-23,031
27
$3.14M 0.86%
84,639
-5,459
28
$3.1M 0.85%
+46,343
29
$3.09M 0.84%
23,864
-11,686
30
$3.01M 0.82%
51,276
-24,150
31
$2.6M 0.71%
+26,209
32
$2.37M 0.65%
76,004
+974
33
$2.35M 0.64%
+46,651
34
$2.33M 0.64%
38,255
-21,745
35
$2.28M 0.62%
+7,904
36
$2.26M 0.62%
+41,420
37
$2.19M 0.6%
101,132
+1,005
38
$1.81M 0.49%
45,225
-1,842
39
$1.67M 0.46%
+10,226
40
$1.62M 0.44%
+3,438
41
$1.55M 0.42%
+30,676
42
$1.54M 0.42%
+16,810
43
$1.52M 0.41%
33,494
-678
44
$1.49M 0.41%
+53,800
45
$1.43M 0.39%
105,688
+7,486
46
$1.43M 0.39%
+7,365
47
$1.4M 0.38%
+6,990
48
$1.38M 0.38%
55,386
+3,857
49
$1.34M 0.36%
71,217
+6,231
50
$1.34M 0.36%
73,092
+4,571
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