LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM $407M
AUM
$407M
AUM Growth
+$2.43M (+0.6%)
Cap. Flow
+$29.7M
Cap. Flow % of AUM
7.31%
Top 10 Holdings %Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26
Top Buys
| 1 | $11.8M | |
| 2 | $9.42M | |
| 3 | $1.98M | |
| 4 | $1.6M | |
| 5 | $1.49M |
Top Sells
| 1 | $3.63M | |
| 2 | $1.92M | |
| 3 | $1.4M | |
| 4 | $1.22M | |
| 5 | $1.14M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.99% |
| 5 | Consumer Discretionary | 6.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $847K | 0.21% | 21,866 +5,778 | +36% | +$224K | |||
| $839K | 0.21% | 7,141 +58 | +0.8% | +$6.82K | |||
| $813K | 0.2% | 6,827 +530 | +8% | +$63.1K | |||
| $805K | 0.2% | 2,666 -187 | -7% | -$56.5K | |||
| $804K | 0.2% | 24,965 | New | +$804K | |||
| $795K | 0.2% | 5,990 -371 | -6% | -$49.2K | |||
| $789K | 0.19% | 11,018 -1,493 | -12% | -$107K | |||
| $779K | 0.19% | 11,939 +2,677 | +29% | +$175K | |||
| $773K | 0.19% | 32,231 -13,895 | -30% | -$333K | |||
| $769K | 0.19% | 1,252 +104 | +9% | +$63.9K | |||
| $761K | 0.19% | 18,494 -1,509 | -8% | -$62.1K | |||
| $756K | 0.19% | 3,119 -131 | -4% | -$31.8K | |||
| $753K | 0.19% | 1,483 -217 | -13% | -$110K | |||
| $752K | 0.18% | 8,021 +1,515 | +23% | +$142K | |||
| $752K | 0.18% | 13,563 +1,406 | +12% | +$78K | |||
| $738K | 0.18% | 26,087 -10,537 | -29% | -$298K | |||
| $735K | 0.18% | 11,264 -360 | -3% | -$23.5K | |||
| $715K | 0.18% | 11,327 +63 | +0.6% | +$3.98K | |||
| $712K | 0.18% | 2,560 -679 | -21% | -$189K | |||
| $712K | 0.17% | 752 +57 | +8% | +$53.9K | |||
| $706K | 0.17% | 14,230 +74 | +0.5% | +$3.67K | |||
| $704K | 0.17% | 13,851 +2,231 | +19% | +$113K | |||
| $700K | 0.17% | 2,699 -470 | -15% | -$122K | |||
| $697K | 0.17% | 1,496 -42 | -3% | -$19.6K | |||
| $696K | 0.17% | 2,015 +104 | +5% | +$35.9K |
