LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.25M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.6M

Top Sells

1
+$20.7M
2
+$11.8M
3
+$7.25M
4
GAP
The Gap Inc
GAP
+$2.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.28%
2,156
-41
77
$1.2M 0.27%
48,029
-3,009
78
$1.16M 0.26%
25,661
+2,247
79
$1.16M 0.26%
8,477
+1,769
80
$1.11M 0.25%
3,561
+154
81
$1.09M 0.25%
4,755
-404
82
$1.06M 0.24%
+30,715
83
$1.05M 0.24%
15,252
+120
84
$1.03M 0.23%
2,121
+99
85
$1.03M 0.23%
988
+16
86
$1.02M 0.23%
22,922
-2,053
87
$1.02M 0.23%
+12,092
88
$1.01M 0.23%
3,308
-18
89
$995K 0.23%
8,882
+35
90
$994K 0.23%
7,169
+28
91
$972K 0.22%
1,234
-18
92
$935K 0.21%
14,105
-715
93
$922K 0.21%
3,447
-181
94
$916K 0.21%
17,829
-8,435
95
$910K 0.21%
+2,681
96
$910K 0.21%
10,436
-369
97
$901K 0.21%
34,873
+1,438
98
$898K 0.2%
9,968
+248
99
$894K 0.2%
12,978
-2,547
100
$866K 0.2%
5,671
-249
2 3
4
5 6