LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.25M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.6M

Top Sells

1
+$20.7M
2
+$11.8M
3
+$7.25M
4
GAP
The Gap Inc
GAP
+$2.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$864K 0.2%
11,536
-8,021
102
$863K 0.2%
5,416
-300
103
$859K 0.2%
3,928
-292
104
$854K 0.19%
3,848
-456
105
$853K 0.19%
4,597
+295
106
$853K 0.19%
13,577
-1,486
107
$839K 0.19%
6,766
-115
108
$831K 0.19%
6,112
+122
109
$830K 0.19%
21,614
-252
110
$825K 0.19%
11,106
-158
111
$825K 0.19%
3,974
+148
112
$825K 0.19%
6,800
-27
113
$807K 0.18%
815
+63
114
$807K 0.18%
27,868
+1,781
115
$800K 0.18%
2,271
-138
116
$782K 0.18%
+31,233
117
$776K 0.18%
10,969
-49
118
$769K 0.18%
17,886
-608
119
$767K 0.17%
+14,222
120
$763K 0.17%
1,796
+890
121
$756K 0.17%
2,609
-57
122
$740K 0.17%
27,889
-9,020
123
$735K 0.17%
3,025
-94
124
$730K 0.17%
12,800
-1,051
125
$719K 0.16%
3,858
+102
3 4
5
6 7