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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.37%
70,897
-3,822
52
$1.49M 0.37%
4,229
-576
53
$1.47M 0.36%
97,395
-112,222
54
$1.47M 0.36%
22,050
+189
55
$1.43M 0.35%
67,031
-77,667
56
$1.41M 0.35%
19,686
+4,300
57
$1.37M 0.34%
94,385
-4,585
58
$1.36M 0.34%
5,512
-992
59
$1.36M 0.34%
62,302
-2,862
60
$1.36M 0.34%
26,264
61
$1.35M 0.33%
3,466
+224
62
$1.32M 0.33%
10,929
+1,763
63
$1.29M 0.32%
17,061
+864
64
$1.28M 0.32%
3,169
-1,701
65
$1.27M 0.32%
5,497
-5,526
66
$1.26M 0.31%
94,856
-4,733
67
$1.25M 0.31%
7,357
+4,657
68
$1.24M 0.31%
25,924
-1,653
69
$1.18M 0.29%
5,166
+437
70
$1.17M 0.29%
29,330
-37,855
71
$1.16M 0.29%
49,114
72
$1.16M 0.29%
2,211
-2,228
73
$1.13M 0.28%
12,670
-7,740
74
$1.08M 0.27%
1,029
-131
75
$1.06M 0.26%
+3,293
1 2
3
4 5