LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$18.4M
3
+$17.6M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$16.6M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.5%
2 Technology 2.53%
3 Healthcare 1.07%
4 Consumer Discretionary 0.98%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$430K 0.18%
+5,909
52
$405K 0.17%
+3,997
53
$391K 0.17%
+3,571
54
$387K 0.17%
+8,073
55
$383K 0.16%
+3,276
56
$377K 0.16%
+225
57
$370K 0.16%
+9,845
58
$366K 0.16%
+3,073
59
$365K 0.16%
+8,152
60
$361K 0.15%
+2,144
61
$355K 0.15%
+4,202
62
$355K 0.15%
+12,625
63
$337K 0.14%
+2,583
64
$317K 0.14%
+4,638
65
$278K 0.12%
+764
66
$267K 0.11%
+2,223
67
$257K 0.11%
+1,580
68
$255K 0.11%
+878
69
$249K 0.11%
+1,029
70
$233K 0.1%
+2,060
71
$232K 0.1%
+3,217
72
$229K 0.1%
+793
73
$224K 0.1%
+197
74
$221K 0.09%
+454
75
$206K 0.09%
+478
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