LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.25M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.6M

Top Sells

1
+$20.7M
2
+$11.8M
3
+$7.25M
4
GAP
The Gap Inc
GAP
+$2.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 0.62%
53,696
+525
27
$2.72M 0.62%
26,865
+31
28
$2.66M 0.61%
+62,827
29
$2.31M 0.53%
22,147
+19,756
30
$2.21M 0.5%
6,221
-88
31
$2.2M 0.5%
53,243
-9,492
32
$2.17M 0.49%
85,715
+10,099
33
$2.16M 0.49%
55,324
-2,755
34
$2.16M 0.49%
32,922
+153
35
$2.07M 0.47%
53,174
+4,060
36
$2.05M 0.47%
36,085
+1,408
37
$1.95M 0.44%
63,474
+2,256
38
$1.92M 0.44%
10,516
+390
39
$1.88M 0.43%
+64,083
40
$1.83M 0.42%
29,246
-214
41
$1.81M 0.41%
6,260
-746
42
$1.73M 0.39%
18,077
+4,074
43
$1.71M 0.39%
48,587
-1,073
44
$1.66M 0.38%
+41,980
45
$1.65M 0.38%
18,154
+1,123
46
$1.62M 0.37%
5,884
+423
47
$1.61M 0.37%
17,979
-5,172
48
$1.58M 0.36%
8,971
+139
49
$1.58M 0.36%
107,781
-3,198
50
$1.55M 0.35%
26,250
-1,183
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