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
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$769K 0.21%
+7,678
102
$730K 0.2%
+3,573
103
$728K 0.2%
+3,434
104
$720K 0.2%
+4,326
105
$706K 0.19%
+23,667
106
$693K 0.19%
+1,950
107
$684K 0.19%
+7,036
108
$684K 0.19%
+2,829
109
$678K 0.19%
+12,971
110
$666K 0.18%
+8,959
111
$652K 0.18%
+1,379
112
$650K 0.18%
+6,114
113
$647K 0.18%
+12,859
114
$623K 0.17%
+1,098
115
$616K 0.17%
+6,294
116
$613K 0.17%
+3,044
117
$604K 0.17%
2,423
-41
118
$599K 0.16%
+3,082
119
$593K 0.16%
+60,095
120
$587K 0.16%
+3,897
121
$581K 0.16%
+1,080
122
$577K 0.16%
+23,514
123
$573K 0.16%
+29,759
124
$570K 0.16%
+3,111
125
$568K 0.16%
+3,822
3 4
5
6 7