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
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.67%
81,452
-1,009
27
$2.43M 0.67%
+65,588
28
$2.28M 0.63%
+42,546
29
$2.21M 0.61%
+50,700
30
$2.07M 0.57%
+12,270
31
$2.06M 0.56%
44,978
+13,090
32
$2.02M 0.55%
+106,676
33
$2M 0.55%
+15,766
34
$1.92M 0.53%
48,909
+15,880
35
$1.91M 0.52%
+44,962
36
$1.9M 0.52%
+39,431
37
$1.88M 0.52%
+3,726
38
$1.72M 0.47%
+17,070
39
$1.71M 0.47%
36,226
-3,607
40
$1.7M 0.47%
+115,648
41
$1.69M 0.46%
+73,977
42
$1.62M 0.44%
+59,254
43
$1.59M 0.44%
+79,030
44
$1.57M 0.43%
+7,549
45
$1.56M 0.43%
+79,983
46
$1.52M 0.42%
+92,519
47
$1.46M 0.4%
+105,125
48
$1.43M 0.39%
59,751
+29,698
49
$1.43M 0.39%
+7,924
50
$1.4M 0.38%
+34,388
1
2
3 4 5