LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM
$439M
This Quarter Return
+3.8%
1 Year Return
+15.9%
3 Year Return
+47.32%
5 Year Return
–
10 Year Return
–
AUM
$366M
AUM Growth
+$366M
(+75%)
Cap. Flow
+$148M
Cap. Flow
% of AUM
40.45%
Top 10 Holdings %
Top 10 Hldgs %
32.64%
Holding
259
New
201
Increased
20
Reduced
27
Closed
11
Top Buys
| 1 |
Walmart
WMT
|
$17M |
| 2 |
JB Hunt Transport Services
JBHT
|
$12.3M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$12M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$6.31M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$5.88M |
Top Sells
Sector Composition
| 1 | Financials | 8.51% |
| 2 | Consumer Staples | 6.77% |
| 3 | Industrials | 5.64% |
| 4 | Technology | 4.19% |
| 5 | Healthcare | 3.8% |
