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
$407M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.42M
3
+$1.98M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.6M
5
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$1.49M

Top Sells

1
+$3.63M
2
+$3.37M
3
+$2.13M
4
NVDA icon
NVIDIA
NVDA
+$1.92M
5
PNNT
Pennant Park Investment Corp
PNNT
+$1.56M

Sector Composition

1 Consumer Staples 13.83%
2 Financials 11.48%
3 Industrials 7.2%
4 Technology 6.89%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.35%
63,971
-3,060
52
$1.42M 0.35%
106,088
+11,232
53
$1.4M 0.34%
8,111
+754
54
$1.4M 0.34%
92,094
-2,291
55
$1.38M 0.34%
67,859
-3,038
56
$1.37M 0.34%
93,508
-3,887
57
$1.37M 0.34%
8,832
+135
58
$1.35M 0.33%
26,264
59
$1.35M 0.33%
14,687
+10,610
60
$1.34M 0.33%
60,238
-2,064
61
$1.34M 0.33%
14,003
+4,464
62
$1.34M 0.33%
14,894
+8,832
63
$1.33M 0.33%
19,557
-129
64
$1.29M 0.32%
31,512
-14,672
65
$1.28M 0.32%
4,106
-123
66
$1.26M 0.31%
51,038
-17,479
67
$1.26M 0.31%
3,427
-39
68
$1.22M 0.3%
5,159
-7
69
$1.2M 0.3%
2,197
-14
70
$1.14M 0.28%
24,975
-9,745
71
$1.12M 0.28%
12,020
-650
72
$1.08M 0.26%
2,022
+21
73
$1.07M 0.26%
+10,670
74
$1.06M 0.26%
2,409
-345
75
$1.03M 0.25%
4,220
-453
1 2
3
4 5