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
$466M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.63M
3
+$635K
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$626K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$540K

Top Sells

1
+$4.56M
2
+$2.7M
3
+$2.04M
4
TSLA icon
Tesla
TSLA
+$1.9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.3M

Sector Composition

1 Consumer Staples 14.69%
2 Financials 10.04%
3 Industrials 8.41%
4 Technology 8.32%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
101
Texas Instruments
TXN
$190B
$948K 0.2%
5,464
+1,053
WMB icon
102
Williams Companies
WMB
$93.2B
$947K 0.2%
15,749
+1,735
INTU icon
103
Intuit
INTU
$117B
$939K 0.2%
1,418
+68
BUFZ icon
104
FT Vest Laddered Moderate Buffer ETF
BUFZ
$841M
$925K 0.2%
34,871
+10,992
PLTR icon
105
Palantir
PLTR
$347B
$923K 0.2%
5,194
-1,710
ABBV icon
106
AbbVie
ABBV
$414B
$922K 0.2%
4,034
-496
HIG icon
107
Hartford Financial Services
HIG
$39.3B
$903K 0.19%
6,554
+607
LOW icon
108
Lowe's Companies
LOW
$144B
$902K 0.19%
3,741
-44
IWD icon
109
iShares Russell 1000 Value ETF
IWD
$70.8B
$902K 0.19%
4,288
-1,244
PH icon
110
Parker-Hannifin
PH
$128B
$888K 0.19%
1,010
+75
ANET icon
111
Arista Networks
ANET
$162B
$878K 0.19%
6,701
+863
SMTH icon
112
ALPS Smith Core Plus Bond ETF
SMTH
$2.55B
$877K 0.19%
33,627
-1,246
PG icon
113
Procter & Gamble
PG
$380B
$875K 0.19%
6,106
+771
KLAC icon
114
KLA
KLAC
$201B
$873K 0.19%
718
+97
TFC icon
115
Truist Financial
TFC
$62.6B
$864K 0.19%
17,567
-115
UPS icon
116
United Parcel Service
UPS
$97.2B
$860K 0.18%
8,667
+2,842
AVMV icon
117
Avantis US Mid Cap Value ETF
AVMV
$503M
$857K 0.18%
12,030
-18
MCK icon
118
McKesson
MCK
$121B
$856K 0.18%
1,043
+130
PSP icon
119
Invesco Global Listed Private Equity ETF
PSP
$240M
$853K 0.18%
12,723
+444
IWF icon
120
iShares Russell 1000 Growth ETF
IWF
$117B
$843K 0.18%
1,780
+2
GPC icon
121
Genuine Parts
GPC
$16.3B
$832K 0.18%
6,765
+33
ISRG icon
122
Intuitive Surgical
ISRG
$176B
$823K 0.18%
1,454
+26
WFC icon
123
Wells Fargo
WFC
$255B
$816K 0.18%
8,756
-76
SNPS icon
124
Synopsys
SNPS
$81.2B
$810K 0.17%
1,725
-151
VOT icon
125
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$804K 0.17%
2,882
3 4
5
6 7