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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.27%
16,197
+39
77
$1.34M 0.27%
98,970
-3,265
78
$1.32M 0.26%
15,575
+7,234
79
$1.31M 0.26%
3,242
-96
80
$1.27M 0.25%
4,870
+2,355
81
$1.26M 0.25%
27,577
+809
82
$1.2M 0.24%
1,160
-74
83
$1.2M 0.24%
49,114
84
$1.2M 0.24%
7,023
+3,115
85
$1.19M 0.24%
1,979
+925
86
$1.18M 0.24%
7,295
+121
87
$1.18M 0.24%
11,676
+5,531
88
$1.17M 0.23%
12,978
+189
89
$1.17M 0.23%
4,729
+33
90
$1.16M 0.23%
4,300
+1,875
91
$1.15M 0.23%
3,575
-25
92
$1.14M 0.23%
18,431
+8,015
93
$1.14M 0.23%
24,904
-224
94
$1.13M 0.23%
+9,315
95
$1.11M 0.22%
9,166
-125
96
$1.1M 0.22%
6,373
+3,013
97
$1.09M 0.22%
+22,468
98
$1.08M 0.22%
15,386
+6,868
99
$1.07M 0.21%
14,881
-1,258
100
$1.07M 0.21%
34,633
+13,847
2 3
4
5 6