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
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$726K 0.21%
9,921
-1,829
102
$711K 0.2%
3,148
-125
103
$710K 0.2%
14,126
-235
104
$710K 0.2%
4,582
+662
105
$709K 0.2%
8,982
-1,055
106
$709K 0.2%
3,227
107
$708K 0.2%
1,724
-239
108
$702K 0.2%
4,116
-894
109
$700K 0.2%
8,710
+375
110
$698K 0.2%
27,335
+49
111
$678K 0.19%
18,285
-664
112
$670K 0.19%
1,477
+37
113
$664K 0.19%
6,642
+662
114
$663K 0.19%
4,431
-271
115
$657K 0.19%
5,890
-30
116
$656K 0.19%
4,525
117
$654K 0.19%
7,239
-2,879
118
$652K 0.18%
4,551
+183
119
$648K 0.18%
12,832
-1,155
120
$645K 0.18%
3,374
121
$626K 0.18%
12,711
-291
122
$623K 0.18%
2,399
+67
123
$620K 0.18%
1,061
-44
124
$618K 0.18%
+5,616
125
$607K 0.17%
4,140
-227
3 4
5
6 7