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
$199M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$273K
3
+$253K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$238K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$218K

Top Sells

1
+$523K
2
+$265K
3
+$264K
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$263K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$227K

Sector Composition

1 Financials 6.82%
2 Technology 0.11%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$218K 0.11%
+1,286
52
$200K 0.1%
+1,018
53
– –
-1,560
1 2
3