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
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.29%
+14,684
77
$1.03M 0.28%
+14,712
78
$1.01M 0.28%
+25,863
79
$991K 0.27%
4,397
+3,433
80
$990K 0.27%
+25,452
81
$987K 0.27%
40,752
+9,224
82
$968K 0.26%
183,245
+17,949
83
$943K 0.26%
+15,200
84
$940K 0.26%
+6,500
85
$926K 0.25%
+11,050
86
$911K 0.25%
+7,429
87
$899K 0.25%
+1,560
88
$891K 0.24%
+24,724
89
$891K 0.24%
+4,789
90
$886K 0.24%
+43,011
91
$882K 0.24%
+10,731
92
$875K 0.24%
+3,060
93
$856K 0.23%
+11,086
94
$829K 0.23%
+35,000
95
$810K 0.22%
+3,803
96
$797K 0.22%
+7,578
97
$794K 0.22%
+6,092
98
$790K 0.22%
+26,442
99
$770K 0.21%
+3,661
100
$770K 0.21%
+7,259
2 3
4
5 6