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
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.44%
78,763
+7,493
52
$1.55M 0.44%
77,363
-2,620
53
$1.52M 0.43%
100,701
-14,947
54
$1.49M 0.42%
+102,363
55
$1.45M 0.41%
102,491
+5,047
56
$1.44M 0.41%
58,057
-1,694
57
$1.43M 0.4%
5,482
+100
58
$1.42M 0.4%
4,034
+46
59
$1.41M 0.4%
18,748
+4,969
60
$1.39M 0.39%
26,264
+1,600
61
$1.3M 0.37%
8,241
+2,209
62
$1.3M 0.37%
6,311
-1,613
63
$1.22M 0.35%
29,895
+2,066
64
$1.22M 0.35%
7,796
-527
65
$1.18M 0.33%
2,767
-273
66
$1.16M 0.33%
3,279
+187
67
$1.11M 0.32%
25,735
-2,111
68
$1.09M 0.31%
14,980
-351
69
$1.07M 0.3%
13,026
-3,671
70
$1.07M 0.3%
7,881
+516
71
$1.06M 0.3%
6,219
+340
72
$1.04M 0.29%
7,500
-325
73
$1.03M 0.29%
33,763
-167
74
$1.02M 0.29%
29,371
-2,313
75
$1.02M 0.29%
1,233
-13
1 2
3
4 5