LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM
$439M
1-Year Return
15.9%
This Quarter Return
-4.13%
1 Year Return
+15.9%
3 Year Return
+47.32%
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
-$9.5M
(-3.9%)
Cap. Flow
-$5.03M
Cap. Flow
% of AUM
-2.16%
Top 10 Holdings %
Top 10 Hldgs %
51.84%
Holding
63
New
22
Increased
5
Reduced
24
Closed
12
Top Buys
| 1 |
First Trust Europe AlphaDEX Fund
FEP
|
$12.2M |
| 2 |
Vanguard Value ETF
VTV
|
$11.5M |
| 3 |
Vanguard Growth ETF
VUG
|
$10.1M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$8.06M |
| 5 |
First Trust United Kingdom AlphaDEX Fund
FKU
|
$7.57M |
Top Sells
Sector Composition
| 1 | Financials | 6.87% |
| 2 | Technology | 0.12% |
| 3 | Communication Services | 0.09% |
| 4 | Consumer Discretionary | 0% |
