LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
+$704K
2
+$592K
3
+$449K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$309K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$308K

Top Sells

1
+$3.75M
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%
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