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
$242M
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$592K
3
+$449K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$309K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$308K

Top Sells

1
+$3.75M
2
+$692K
3
+$609K
4
ZBH icon
Zimmer Biomet
ZBH
+$504K
5
AAPL icon
Apple
AAPL
+$435K

Sector Composition

1 Financials 4.88%
2 Technology 1.44%
3 Consumer Discretionary 0.98%
4 Healthcare 0.68%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$425K 0.18%
6,088
+179
52
$423K 0.17%
3,297
+224
53
$408K 0.17%
10,437
+592
54
$400K 0.17%
3,369
-202
55
$397K 0.16%
2,334
+190
56
$362K 0.15%
2,952
+369
57
$317K 0.13%
215
-10
58
$315K 0.13%
4,757
+119
59
$309K 0.13%
+6,096
60
$308K 0.13%
+6,145
61
$303K 0.13%
2,663
-613
62
$281K 0.12%
+920
63
$276K 0.11%
925
+47
64
$275K 0.11%
+1,723
65
$275K 0.11%
+1,811
66
$273K 0.11%
4,585
-2,853
67
$254K 0.11%
864
+71
68
$253K 0.1%
409
-45
69
$253K 0.1%
6,510
+76
70
$248K 0.1%
+4,755
71
$245K 0.1%
2,210
+150
72
$224K 0.09%
+564
73
$212K 0.09%
+571
74
$211K 0.09%
+1,953
75
$208K 0.09%
515
+37
1 2
3
4 5