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
$141M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.22M
3
+$4.82M
4
AEP icon
American Electric Power
AEP
+$4.42M
5
AMD icon
Advanced Micro Devices
AMD
+$4.3M

Top Sells

1
+$69.8M
2
+$14M
3
+$13.8M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$11.9M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$9.29M

Sector Composition

1 Utilities 17.86%
2 Real Estate 12.51%
3 Technology 9.38%
4 Financials 8.42%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$719K 0.51%
+1,464
52
$677K 0.48%
+43,354
53
$674K 0.48%
+11,830
54
$654K 0.46%
+61,898
55
$650K 0.46%
+3,992
56
$630K 0.45%
2,886
-4,995
57
$612K 0.44%
+3,508
58
$612K 0.44%
+19,226
59
$574K 0.41%
1,133
+637
60
$568K 0.4%
+4,600
61
$553K 0.39%
3,349
+1,285
62
$548K 0.39%
+4,359
63
$546K 0.39%
1,910
-6,760
64
$530K 0.38%
3,397
-743
65
$529K 0.38%
+8,120
66
$526K 0.37%
+1,168
67
$497K 0.35%
+21,748
68
$488K 0.35%
+7,631
69
$484K 0.34%
2,976
-4,820
70
$476K 0.34%
+40,527
71
$466K 0.33%
+6,957
72
$451K 0.32%
+12,123
73
$445K 0.32%
2,399
+980
74
$444K 0.32%
2,410
-964
75
$440K 0.31%
24,136
-5,769
1 2
3
4 5