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
$120M
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$2.63M
3
+$2.59M
4
KKR icon
KKR & Co
KKR
+$2.48M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.16M

Top Sells

1
+$17M
2
+$12.3M
3
+$6.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.42M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M

Sector Composition

1 Financials 9.14%
2 Healthcare 0.25%
3 Consumer Staples 0%
4 Energy 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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