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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.36%
2,025
+934
52
$1.79M 0.36%
12,162
-962
53
$1.76M 0.35%
6,504
-579
54
$1.73M 0.35%
6,005
+2,819
55
$1.7M 0.34%
4,805
+179
56
$1.7M 0.34%
70,534
-3,505
57
$1.68M 0.34%
240,200
+3,744
58
$1.66M 0.33%
+31,766
59
$1.65M 0.33%
65,164
-2,855
60
$1.63M 0.33%
77,681
+1,288
61
$1.63M 0.33%
39,769
+20,211
62
$1.62M 0.32%
6,682
+3,308
63
$1.6M 0.32%
34,845
-2,544
64
$1.59M 0.32%
+3,261
65
$1.54M 0.31%
3,221
+1,576
66
$1.53M 0.31%
7,107
+3,216
67
$1.49M 0.3%
+21,861
68
$1.46M 0.29%
74,719
-3,341
69
$1.45M 0.29%
20,410
+9,970
70
$1.44M 0.29%
99,589
-2,367
71
$1.41M 0.28%
26,467
+13,572
72
$1.4M 0.28%
24,274
+12,942
73
$1.39M 0.28%
26,264
74
$1.38M 0.28%
8,304
+1,749
75
$1.36M 0.27%
17,700
+13,755
1 2
3
4 5