LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$755K 0.21%
+7,898
102
$754K 0.21%
+23,275
103
$752K 0.21%
+13,987
104
$738K 0.2%
+27,286
105
$731K 0.2%
+1,963
106
$725K 0.2%
+3,561
107
$724K 0.2%
+1,982
108
$718K 0.2%
+2,375
109
$715K 0.2%
+2,042
110
$703K 0.19%
+5,980
111
$701K 0.19%
+10,037
112
$691K 0.19%
+1,137
113
$687K 0.19%
+18,949
114
$681K 0.19%
+3,273
115
$671K 0.18%
+3,746
116
$655K 0.18%
+4,014
117
$645K 0.18%
9,517
-17,113
118
$637K 0.17%
+4,367
119
$636K 0.17%
+4,209
120
$635K 0.17%
7,026
-16,614
121
$632K 0.17%
+22,106
122
$629K 0.17%
+3,227
123
$627K 0.17%
+41,747
124
$618K 0.17%
+5,354
125
$610K 0.17%
+4,702
3 4
5
6 7