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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 0.68%
18,201
+217
27
$3.26M 0.65%
11,870
+5,787
28
$3.24M 0.65%
110,624
+54,173
29
$3.08M 0.62%
14,620
+7,278
30
$3.07M 0.61%
203,230
+101,409
31
$3.05M 0.61%
209,617
+103,123
32
$3.02M 0.6%
67,185
+35,548
33
$3.01M 0.6%
44,653
+24,363
34
$2.97M 0.59%
144,698
+71,849
35
$2.92M 0.58%
215,115
+205,369
36
$2.88M 0.58%
31,338
-16,280
37
$2.71M 0.54%
26,771
+37
38
$2.66M 0.53%
61,836
+86
39
$2.65M 0.53%
51,999
-17,864
40
$2.34M 0.47%
70,350
+2,815
41
$2.19M 0.44%
4,439
+1,990
42
$2.09M 0.42%
54,067
-3,000
43
$1.96M 0.39%
46,775
-4,519
44
$1.9M 0.38%
11,023
+5,223
45
$1.87M 0.37%
16,463
+8,389
46
$1.85M 0.37%
3,575
+1,653
47
$1.83M 0.37%
93,211
-4,823
48
$1.81M 0.36%
23,185
+11,660
49
$1.81M 0.36%
71,870
+5,882
50
$1.8M 0.36%
41,984
+20,318
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