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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.26%
+16,139
77
$1.01M 0.26%
+12,789
78
$1,000K 0.25%
+8,074
79
$993K 0.25%
+4,714
80
$986K 0.25%
+1,783
81
$941K 0.24%
9,291
+7,199
82
$931K 0.24%
+5,800
83
$901K 0.23%
+9,515
84
$890K 0.23%
5,398
+2,001
85
$881K 0.22%
+8,878
86
$876K 0.22%
1,876
-2,095
87
$857K 0.22%
+1,922
88
$853K 0.22%
4,387
-12,515
89
$852K 0.22%
6,444
+3,558
90
$842K 0.21%
+21,666
91
$813K 0.21%
+3,186
92
$801K 0.2%
+1,091
93
$795K 0.2%
+1,955
94
$777K 0.2%
+5,347
95
$773K 0.2%
+42,503
96
$769K 0.2%
5,619
+488
97
$768K 0.2%
1,896
+616
98
$767K 0.2%
+3,891
99
$753K 0.19%
+19,558
100
$749K 0.19%
+4,511
2 3
4
5 6