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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.64%
+61,750
27
$2.13M 0.54%
+67,535
28
$2.13M 0.54%
+37,498
29
$2.11M 0.54%
+57,067
30
$2.08M 0.53%
51,294
+28,182
31
$2.05M 0.52%
13,124
-7,607
32
$2.01M 0.51%
+3,947
33
$2M 0.51%
+98,034
34
$1.81M 0.46%
+15,341
35
$1.8M 0.46%
+35,617
36
$1.79M 0.45%
+236,456
37
$1.77M 0.45%
+68,019
38
$1.73M 0.44%
+56,451
39
$1.73M 0.44%
+49,114
40
$1.73M 0.44%
+33,792
41
$1.72M 0.44%
+74,039
42
$1.71M 0.44%
+37,389
43
$1.71M 0.43%
+3,383
44
$1.64M 0.42%
+106,494
45
$1.61M 0.41%
+65,988
46
$1.6M 0.41%
+101,821
47
$1.6M 0.41%
+6,083
48
$1.59M 0.41%
+76,393
49
$1.56M 0.4%
+7,083
50
$1.56M 0.4%
+72,849
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