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
$141M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.22M
3
+$4.82M
4
AEP icon
American Electric Power
AEP
+$4.42M
5
AMD icon
Advanced Micro Devices
AMD
+$4.3M

Top Sells

1
+$69.8M
2
+$14M
3
+$13.8M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$11.9M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$9.29M

Sector Composition

1 Utilities 17.86%
2 Real Estate 12.51%
3 Technology 9.38%
4 Financials 8.42%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.42%
+94,527
27
$1.92M 1.36%
3,971
+2,494
28
$1.82M 1.29%
12,421
+10,560
29
$1.8M 1.28%
+13,006
30
$1.74M 1.24%
+19,317
31
$1.71M 1.22%
+29,710
32
$1.7M 1.21%
+11,286
33
$1.6M 1.14%
+5,312
34
$1.59M 1.13%
+36,002
35
$1.47M 1.05%
8,922
-15,335
36
$1.46M 1.04%
+50,954
37
$1.37M 0.98%
13,447
+9,032
38
$1.32M 0.94%
+21,550
39
$1.22M 0.87%
+4,748
40
$1.19M 0.85%
8,490
+2,271
41
$1.14M 0.81%
+96,512
42
$1.1M 0.78%
+48,296
43
$1.07M 0.76%
+183,772
44
$1.05M 0.74%
+7,105
45
$1M 0.71%
5,131
-743
46
$953K 0.68%
2,649
+2,083
47
$916K 0.65%
23,112
-23,138
48
$875K 0.62%
+19,373
49
$778K 0.55%
+53,780
50
$738K 0.53%
6,364
-278
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