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
$186M
AUM Growth
-$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.4M
3
+$10.7M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$10.1M
5
MMLG icon
First Trust Multi-Manager Large Growth ETF
MMLG
+$9.73M

Top Sells

1
+$18.8M
2
+$15.9M
3
+$12.9M
4
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$8.79M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.75M

Sector Composition

1 Technology 0.12%
2 Consumer Discretionary 0.12%
3 Energy 0%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,811
52
– –
-4,585
53
– –
-4,033
54
– –
-925
55
– –
-9,392
56
– –
-6,719
57
– –
-215
58
– –
-864
59
– –
-82,577
60
– –
-50,857
61
– –
-3,369
62
– –
-571
63
– –
-2,334
64
– –
-4,046
65
– –
-43,838
66
– –
-1,526
67
– –
-84,603
68
– –
-60,077
69
– –
-389,367
70
– –
-51,717
71
– –
-515
72
– –
-2,952
73
– –
-28,451
74
– –
-2,210
75
– –
-363,022
1 2
3
4