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
$407M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.42M
3
+$1.98M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.6M
5
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$1.49M

Top Sells

1
+$3.63M
2
+$3.37M
3
+$2.13M
4
NVDA icon
NVIDIA
NVDA
+$1.92M
5
PNNT
Pennant Park Investment Corp
PNNT
+$1.56M

Sector Composition

1 Consumer Staples 13.83%
2 Financials 11.48%
3 Industrials 7.2%
4 Technology 6.89%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.54%
58,079
+4,012
27
$2.08M 0.51%
207,671
+2,712
28
$2.03M 0.5%
12,133
+251
29
$2.03M 0.5%
32,769
+201
30
$1.98M 0.49%
34,677
-2,477
31
$1.89M 0.47%
23,151
+6,090
32
$1.88M 0.46%
61,218
-4,680
33
$1.88M 0.46%
29,460
-2,547
34
$1.86M 0.46%
75,616
+55,550
35
$1.78M 0.44%
3,407
-294
36
$1.74M 0.43%
4,690
+147
37
$1.73M 0.43%
38,213
+8,883
38
$1.72M 0.42%
7,006
-359
39
$1.68M 0.41%
110,979
-8,821
40
$1.63M 0.4%
84,602
-4,332
41
$1.61M 0.4%
10,126
-803
42
$1.6M 0.39%
+49,660
43
$1.58M 0.39%
48,937
-2,136
44
$1.55M 0.38%
27,433
-4,585
45
$1.52M 0.37%
20,670
-2,166
46
$1.5M 0.37%
54,755
-11,810
47
$1.49M 0.37%
+74,826
48
$1.48M 0.37%
17,031
+11,697
49
$1.48M 0.36%
66,796
-3,238
50
$1.43M 0.35%
21,815
-1,375
1
2
3 4 5