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
$189M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$1.32M
3
+$799K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$685K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$683K

Top Sells

1
+$2.66M
2
+$2.58M
3
+$1.06M
4
NEWT icon
NewtekOne
NEWT
+$670K
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$206K

Sector Composition

1 Financials 6.69%
2 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.11%
4,316
-469
52
$211K 0.11%
1,279
-7
53
– –
-54,639
54
– –
-35,414
55
– –
-1,018
1 2
3