LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.38%
+67,199
52
$1.37M 0.38%
+40,359
53
$1.37M 0.38%
+71,270
54
$1.37M 0.37%
207,519
+196,533
55
$1.31M 0.36%
+16,697
56
$1.3M 0.36%
+8,323
57
$1.27M 0.35%
+38,000
58
$1.24M 0.34%
+7,966
59
$1.24M 0.34%
+97,444
60
$1.24M 0.34%
5,382
+4,431
61
$1.23M 0.34%
+24,664
62
$1.23M 0.34%
+63,582
63
$1.22M 0.34%
+3,988
64
$1.2M 0.33%
+3,040
65
$1.2M 0.33%
+114,860
66
$1.15M 0.32%
3,211
-2,354
67
$1.14M 0.31%
+41,470
68
$1.12M 0.31%
+22,240
69
$1.09M 0.3%
+11,590
70
$1.07M 0.29%
+31,684
71
$1.06M 0.29%
+15,331
72
$1.05M 0.29%
+20,850
73
$1.04M 0.29%
+33,930
74
$1.02M 0.28%
+27,829
75
$992K 0.27%
+3,887
1 2
3
4 5