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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$745K 0.19%
+5,221
102
$743K 0.19%
+6,745
103
$742K 0.19%
+4,270
104
$740K 0.19%
+12,463
105
$731K 0.19%
+27,400
106
$725K 0.18%
3,374
+964
107
$722K 0.18%
+1,645
108
$719K 0.18%
+7,148
109
$718K 0.18%
+11,475
110
$714K 0.18%
37,348
+13,212
111
$705K 0.18%
+10,440
112
$704K 0.18%
+9,028
113
$703K 0.18%
+4,098
114
$702K 0.18%
+1,068
115
$698K 0.18%
+6,714
116
$694K 0.18%
4,461
-11,816
117
$686K 0.17%
9,521
+4,807
118
$684K 0.17%
+12,444
119
$683K 0.17%
+10,429
120
$676K 0.17%
+26,363
121
$673K 0.17%
+3,360
122
$669K 0.17%
11,525
-33,752
123
$642K 0.16%
+8,989
124
$641K 0.16%
+20,786
125
$631K 0.16%
11,690
-29,055
3 4
5
6 7