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
$209M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.38M
3
+$8.62M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.09M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$6.26M

Top Sells

1
+$9.88M
2
+$8.28M
3
+$6.2M
4
FKU icon
First Trust United Kingdom AlphaDEX Fund
FKU
+$6.05M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.92M

Sector Composition

1 Financials 7.62%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$274K 0.13%
4,537
+27
52
$264K 0.13%
879
53
$256K 0.12%
8,076
-190,984
54
$238K 0.11%
1,840
-30,384
55
$223K 0.11%
1,279
56
$223K 0.11%
+4,770
57
$220K 0.11%
+5,874
58
$200K 0.1%
+964
59
– –
-1,648
60
– –
-26,785
61
– –
-4,316
62
– –
-59,689
63
– –
-4,481
1 2
3