LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$18.4M
3
+$17.6M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$16.6M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.5%
2 Technology 2.53%
3 Healthcare 1.07%
4 Consumer Discretionary 0.98%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$186K 0.08%
+399
77
$166K 0.07%
+1,001
78
$130K 0.06%
+3,972
79
$125K 0.05%
+1,599
80
$119K 0.05%
+237
81
$106K 0.05%
+297
82
$106K 0.05%
+8,120
83
$104K 0.04%
+944
84
$100K 0.04%
+224
85
$91K 0.04%
+1,060
86
$88K 0.04%
+843
87
$86K 0.04%
+568
88
$84K 0.04%
+1,197
89
$80K 0.03%
+574
1 2 3
4