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
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$982K 0.27%
+18,703
77
$978K 0.27%
+17,479
78
$950K 0.26%
+13,779
79
$928K 0.25%
+3,092
80
$921K 0.25%
+27,846
81
$918K 0.25%
+4,000
82
$898K 0.25%
+9,784
83
$889K 0.24%
+9,480
84
$884K 0.24%
+7,825
85
$862K 0.24%
+1,246
86
$859K 0.24%
+4,516
87
$855K 0.23%
+6,032
88
$853K 0.23%
+5,879
89
$844K 0.23%
+1,667
90
$837K 0.23%
+3,113
91
$824K 0.23%
13,872
-36,860
92
$820K 0.23%
+10,118
93
$809K 0.22%
+6,058
94
$807K 0.22%
+10,341
95
$797K 0.22%
+5,010
96
$779K 0.21%
+7,365
97
$776K 0.21%
+11,750
98
$776K 0.21%
+35,000
99
$770K 0.21%
+7,482
100
$766K 0.21%
+8,269
2 3
4
5 6