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
$141M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.22M
3
+$4.82M
4
AEP icon
American Electric Power
AEP
+$4.42M
5
AMD icon
Advanced Micro Devices
AMD
+$4.3M

Top Sells

1
+$69.8M
2
+$14M
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
– –
-3,007
114
– –
-3,493
115
– –
-74,660
116
– –
-29,895
117
– –
-12,285
118
– –
-2,796
119
– –
-4,551
120
– –
-2,749
121
– –
-4,595
122
– –
-18,285
123
– –
-1,233
124
– –
-2,524
125
– –
-2,451
3 4
5
6 7