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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.26%
+5,667
77
$1.02M 0.25%
918
-1,107
78
$993K 0.25%
4,673
+205
79
$992K 0.25%
11,624
-11,561
80
$985K 0.24%
46,126
+6,787
81
$957K 0.24%
5,706
+646
82
$940K 0.23%
11,762
-1,216
83
$935K 0.23%
14,213
-64
84
$921K 0.23%
6,368
-927
85
$907K 0.22%
2,001
+84
86
$906K 0.22%
9,539
+12
87
$899K 0.22%
16,614
-8,290
88
$898K 0.22%
+7,083
89
$892K 0.22%
15,737
+3,243
90
$890K 0.22%
7,991
-860
91
$889K 0.22%
3,689
-120
92
$887K 0.22%
+9,160
93
$885K 0.22%
12,595
+15
94
$868K 0.21%
20,003
-21,981
95
$857K 0.21%
1,676
-1,585
96
$854K 0.21%
1,642
-70
97
$853K 0.21%
+33,435
98
$846K 0.21%
1,700
-1,875
99
$834K 0.21%
36,624
-732
100
$817K 0.2%
3,374
-3,308
2 3
4
5 6