LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $485M
1-Year Est. Return 21.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$7.99M
3
+$5.83M
4
LLY icon
Eli Lilly
LLY
+$5.64M
5
DUK icon
Duke Energy
DUK
+$4.65M

Top Sells

1
+$26.3M
2
+$16.9M
3
+$13.8M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$11.9M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$9.29M

Sector Composition

1 Utilities 17.86%
2 Real Estate 12.51%
3 Technology 9.38%
4 Financials 8.42%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.15%
+2,089
102
$214K 0.15%
+1,415
103
$213K 0.15%
+7,300
104
$208K 0.15%
+4,510
105
$207K 0.15%
1,262
-1,042
106
$205K 0.15%
2,092
-6,060
107
$200K 0.14%
+3,997
108
$200K 0.14%
486
-34,015
109
$176K 0.13%
+24,878
110
$166K 0.12%
14,039
-1,867
111
$162K 0.12%
+10,500
112
$43.5K 0.03%
+16,470
113
– –
-5,850
114
– –
-2,767
115
– –
-37,224
116
– –
-14,980
117
– –
-13,026
118
– –
-3,446
119
– –
-3,279
120
– –
-48,579
121
– –
-156
122
– –
-39,147
123
– –
-3,992
124
– –
-5,186
125
– –
-864
3 4
5
6 7