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
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.36%
+12,760
52
$1.28M 0.35%
+36,750
53
$1.27M 0.35%
32,204
+2,010
54
$1.27M 0.35%
31,876
-507
55
$1.26M 0.34%
+7,864
56
$1.25M 0.34%
65,743
+3,439
57
$1.25M 0.34%
+8,049
58
$1.24M 0.34%
98,673
+5,482
59
$1.23M 0.34%
+15,266
60
$1.21M 0.33%
+24,540
61
$1.19M 0.33%
67,130
+4,764
62
$1.18M 0.32%
+22,600
63
$1.17M 0.32%
96,923
+7,809
64
$1.16M 0.32%
87,882
+5,962
65
$1.16M 0.32%
+24,027
66
$1.12M 0.31%
61,370
+4,793
67
$1.12M 0.31%
+37,874
68
$1.12M 0.31%
+36,751
69
$1.1M 0.3%
85,457
+9,793
70
$1.09M 0.3%
57,878
+3,487
71
$1.08M 0.3%
+1,574
72
$1.08M 0.29%
+2,967
73
$1.08M 0.29%
+10,801
74
$1.06M 0.29%
+26,386
75
$1.06M 0.29%
+21,000
1 2
3
4 5