LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.25M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.6M

Top Sells

1
+$20.7M
2
+$11.8M
3
+$7.25M
4
GAP
The Gap Inc
GAP
+$2.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.35%
14,259
-193,412
52
$1.52M 0.35%
20,658
-12
53
$1.5M 0.34%
82,035
-2,567
54
$1.49M 0.34%
34,404
-3,809
55
$1.49M 0.34%
8,421
+310
56
$1.48M 0.34%
61,987
-1,984
57
$1.47M 0.33%
+29,190
58
$1.46M 0.33%
10,213
-1,920
59
$1.46M 0.33%
47,467
-1,470
60
$1.46M 0.33%
102,257
-3,831
61
$1.44M 0.33%
10,720
-1,300
62
$1.42M 0.32%
64,767
-2,029
63
$1.42M 0.32%
52,709
-2,046
64
$1.34M 0.3%
18,425
-3,390
65
$1.33M 0.3%
66,037
-1,822
66
$1.33M 0.3%
71,091
-3,735
67
$1.31M 0.3%
91,136
-2,372
68
$1.3M 0.3%
59,024
-1,214
69
$1.3M 0.3%
3,539
+112
70
$1.3M 0.3%
14,264
-630
71
$1.28M 0.29%
+48,224
72
$1.26M 0.29%
89,257
-2,837
73
$1.25M 0.28%
27,650
+3,512
74
$1.23M 0.28%
4,131
+25
75
$1.21M 0.28%
30,019
-1,493
1 2
3
4 5