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
$242M
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$713K
2
+$563K
3
+$453K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$310K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$309K

Top Sells

1
+$3.62M
2
+$692K
3
+$609K
4
ZBH icon
Zimmer Biomet
ZBH
+$504K
5
AAPL icon
Apple
AAPL
+$435K

Sector Composition

1 Financials 4.88%
2 Technology 1.44%
3 Consumer Discretionary 0.98%
4 Healthcare 0.68%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.08%
+8,556
77
$203K 0.08%
+1,526
78
– –
-944
79
– –
-843
80
– –
-1,060
81
– –
-1,580
82
– –
-764
83
– –
-3,972
84
– –
-1,197
85
– –
-8,152
86
– –
-2,223
87
– –
-237
88
– –
-297
89
– –
-1,599
90
– –
-224
91
– –
-3,113
92
– –
-197
93
– –
-8,120
94
– –
-574
95
– –
-568
96
– –
-399
97
– –
-12,625
98
– –
-3,709
99
– –
-3,363
100
– –
-1,001
1 2 3
4
5