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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$793K 0.2%
3,042
-533
102
$788K 0.2%
2,853
-3,152
103
$788K 0.2%
4,202
+260
104
$779K 0.19%
12,511
-2,370
105
$778K 0.19%
22,812
+7,742
106
$776K 0.19%
3,929
-1,024
107
$766K 0.19%
12,939
-13,528
108
$757K 0.19%
9,570
-8,130
109
$750K 0.19%
3,887
-102
110
$746K 0.18%
4,935
-654
111
$737K 0.18%
4,150
-319
112
$735K 0.18%
6,297
+3,350
113
$735K 0.18%
4,193
-24
114
$735K 0.18%
3,250
-3,857
115
$734K 0.18%
1,511
-261
116
$729K 0.18%
14,350
+5,191
117
$728K 0.18%
3,239
-794
118
$726K 0.18%
1,391
-445
119
$721K 0.18%
1,148
+234
120
$719K 0.18%
6,361
-386
121
$710K 0.18%
14,156
+2,209
122
$703K 0.17%
6,357
+25
123
$689K 0.17%
3,619
+267
124
$675K 0.17%
5,588
-59
125
$660K 0.16%
25,471
-603
3 4
5
6 7