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
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 0.73%
31,159
-12,343
27
$2.5M 0.71%
19,059
-8,088
28
$2.39M 0.68%
+15,976
29
$2.38M 0.68%
15,696
-70
30
$2.29M 0.65%
46,290
-4,410
31
$2.23M 0.63%
71,559
-9,950
32
$2.13M 0.6%
38,772
-3,774
33
$2.08M 0.59%
+19,184
34
$2.06M 0.58%
57,067
+16,708
35
$1.96M 0.55%
42,459
-2,519
36
$1.95M 0.55%
38,000
37
$1.93M 0.55%
3,675
-51
38
$1.92M 0.54%
46,250
-2,659
39
$1.8M 0.51%
12,100
-170
40
$1.75M 0.49%
39,147
-5,815
41
$1.68M 0.48%
7,568
+19
42
$1.66M 0.47%
99,722
+7,203
43
$1.63M 0.46%
235,560
+28,041
44
$1.62M 0.46%
68,284
-5,693
45
$1.61M 0.46%
37,224
+2,836
46
$1.6M 0.45%
74,660
+11,078
47
$1.59M 0.45%
107,657
+2,532
48
$1.57M 0.45%
15,694
-1,376
49
$1.57M 0.45%
72,757
+5,558
50
$1.56M 0.44%
56,538
-2,716
1
2
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