LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM
$439M
This Quarter Return
+7.42%
1 Year Return
+15.9%
3 Year Return
+47.32%
5 Year Return
–
10 Year Return
–
AUM
$439M
AUM Growth
+$439M
(+8.1%)
Cap. Flow
-$1.57M
Cap. Flow
% of AUM
-0.36%
Top 10 Holdings %
Top 10 Hldgs %
31.89%
Holding
401
New
50
Increased
121
Reduced
175
Closed
35
Top Buys
| 1 |
Tesla
TSLA
|
$9.46M |
| 2 |
FT Vest US Equity Buffer ETF June
FJUN
|
$6.6M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.22M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$2.92M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.74M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$20.8M |
| 2 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
$11.8M |
| 3 |
GAP
The Gap, Inc.
GAP
|
$2.2M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.74M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.63M |
Sector Composition
| 1 | Consumer Staples | 14.14% |
| 2 | Financials | 10.56% |
| 3 | Consumer Discretionary | 8.59% |
| 4 | Technology | 7.85% |
| 5 | Industrials | 6.91% |
