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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.53%
+152,261
27
$2.07M 0.51%
65,898
-4,452
28
$2.05M 0.51%
6,487
-5,383
29
$2.02M 0.5%
54,067
30
$1.94M 0.48%
32,007
-33,494
31
$1.91M 0.47%
46,184
-591
32
$1.89M 0.47%
66,565
-3,969
33
$1.88M 0.46%
32,018
-37,049
34
$1.87M 0.46%
3,701
-3,721
35
$1.86M 0.46%
+4,543
36
$1.82M 0.45%
119,800
-83,430
37
$1.79M 0.44%
88,934
-4,277
38
$1.77M 0.44%
7,365
-7,255
39
$1.72M 0.43%
11,882
-280
40
$1.69M 0.42%
32,568
+802
41
$1.69M 0.42%
68,517
-3,353
42
$1.65M 0.41%
51,073
-59,551
43
$1.65M 0.41%
8,697
+393
44
$1.64M 0.41%
+22,836
45
$1.61M 0.4%
34,720
-125
46
$1.6M 0.4%
204,959
-10,156
47
$1.6M 0.4%
23,190
-21,463
48
$1.56M 0.39%
220,538
-19,662
49
$1.54M 0.38%
13,658
+5,712
50
$1.53M 0.38%
70,034
-7,647
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