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
$141M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.22M
3
+$4.82M
4
AEP icon
American Electric Power
AEP
+$4.42M
5
AMD icon
Advanced Micro Devices
AMD
+$4.3M

Top Sells

1
+$69.8M
2
+$14M
3
+$13.8M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$11.9M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$9.29M

Sector Composition

1 Utilities 17.86%
2 Real Estate 12.51%
3 Technology 9.38%
4 Financials 8.42%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$438K 0.31%
+19,395
77
$423K 0.3%
+1,278
78
$414K 0.29%
+1,793
79
$411K 0.29%
+26,984
80
$410K 0.29%
+2,303
81
$394K 0.28%
+728
82
$366K 0.26%
2,413
-459,821
83
$349K 0.25%
+3,803
84
$341K 0.24%
+3,097
85
$338K 0.24%
2,132
+669
86
$333K 0.24%
+4,726
87
$327K 0.23%
+2,367
88
$326K 0.23%
+5,751
89
$320K 0.23%
+3,470
90
$314K 0.22%
4,714
-2,356
91
$293K 0.21%
+9,552
92
$280K 0.2%
1,280
-514
93
$279K 0.2%
+10,007
94
$266K 0.19%
1,609
-2,344
95
$264K 0.19%
+7,484
96
$262K 0.19%
+9,284
97
$234K 0.17%
+3,606
98
$232K 0.17%
+6,660
99
$225K 0.16%
+4,701
100
$216K 0.15%
2,735
-2,473
2 3
4
5 6