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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.21%
1,712
-71
102
$1.04M 0.21%
1,772
-104
103
$1.02M 0.2%
1,155
+575
104
$997K 0.2%
4,468
-246
105
$984K 0.2%
7,946
+3,321
106
$958K 0.19%
11,936
-111
107
$914K 0.18%
9,527
+12
108
$910K 0.18%
39,339
-3,164
109
$908K 0.18%
+4,033
110
$906K 0.18%
14,277
+2,802
111
$902K 0.18%
1,836
+913
112
$900K 0.18%
10,516
+5,014
113
$892K 0.18%
+3,809
114
$883K 0.18%
4,469
+371
115
$882K 0.18%
1,917
-38
116
$876K 0.18%
5,060
-338
117
$868K 0.17%
6,368
+749
118
$867K 0.17%
2,515
+1,245
119
$860K 0.17%
4,953
+683
120
$851K 0.17%
8,851
-27
121
$842K 0.17%
3,497
+1,754
122
$841K 0.17%
5,589
+242
123
$825K 0.17%
10,481
+4,898
124
$822K 0.16%
37,356
+8
125
$814K 0.16%
3,942
-445
3 4
5
6 7