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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.39%
+78,060
52
$1.48M 0.38%
7,342
-1,148
53
$1.45M 0.37%
+102,235
54
$1.43M 0.36%
+101,956
55
$1.42M 0.36%
+13,536
56
$1.4M 0.36%
+4,626
57
$1.37M 0.35%
+26,264
58
$1.3M 0.33%
+31,637
59
$1.3M 0.33%
+20,290
60
$1.28M 0.33%
+7,787
61
$1.27M 0.32%
+16,158
62
$1.21M 0.31%
+6,555
63
$1.18M 0.3%
+29,378
64
$1.15M 0.29%
+9,305
65
$1.15M 0.29%
+3,338
66
$1.12M 0.29%
3,600
-6,978
67
$1.12M 0.29%
9,746
+3,382
68
$1.11M 0.28%
+1,234
69
$1.1M 0.28%
+12,047
70
$1.09M 0.28%
+25,617
71
$1.08M 0.28%
+2,449
72
$1.07M 0.27%
+25,128
73
$1.06M 0.27%
+26,768
74
$1.06M 0.27%
+4,696
75
$1.05M 0.27%
7,174
+4,198
1 2
3
4 5