LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM $407M
AUM
$407M
AUM Growth
+$2.43M (+0.6%)
Cap. Flow
+$29.7M
Cap. Flow % of AUM
7.31%
Top 10 Holdings %Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26
Top Buys
| 1 | $11.8M | |
| 2 | $9.42M | |
| 3 | $1.98M | |
| 4 | $1.6M | |
| 5 | $1.49M |
Top Sells
| 1 | $3.63M | |
| 2 | $1.92M | |
| 3 | $1.4M | |
| 4 | $1.22M | |
| 5 | $1.14M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.99% |
| 5 | Consumer Discretionary | 6.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $692K | 0.17% | 9,415 -111 | -1% | -$8.16K | |||
| $689K | 0.17% | 1,392 +1 | +0.1% | +$495 | |||
| $687K | 0.17% | 3,826 -376 | -9% | -$67.6K | |||
| $679K | 0.17% | 6,881 -1,110 | -14% | -$110K | |||
| $675K | 0.17% | 7,518 +1,410 | +23% | +$127K | |||
| $674K | 0.17% | 4,058 +129 | +3% | +$21.4K | |||
| $672K | 0.17% | 13,509 +5,976 | +79% | +$297K | |||
| $666K | 0.16% | 14,932 | New | +$666K | |||
| $664K | 0.16% | 5,339 -624 | -10% | -$77.6K | |||
| $663K | 0.16% | 22,664 +6,291 | +38% | +$184K | |||
| $661K | 0.16% | 5,341 +180 | +3% | +$22.3K | |||
| $660K | 0.16% | 3,756 -131 | -3% | -$23K | |||
| $655K | 0.16% | 10,658 | New | +$655K | |||
| $641K | 0.16% | 22,686 +125 | +0.6% | +$3.53K | |||
| $630K | 0.15% | 4,030 +411 | +11% | +$64.2K | |||
| $629K | 0.15% | 5,168 -420 | -8% | -$51.2K | |||
| $629K | 0.15% | 21,749 -1,580 | -7% | -$45.7K | |||
| $627K | 0.15% | 8,005 -55 | -0.7% | -$4.31K | |||
| $621K | 0.15% | 2,194 +202 | +10% | +$57.2K | |||
| $612K | 0.15% | 1,369 -142 | -9% | -$63.4K | |||
| $612K | 0.15% | 8,518 -4,077 | -32% | -$293K | |||
| $610K | 0.15% | 1,143 | New | +$610K | |||
| $602K | 0.15% | 1,209 -433 | -26% | -$216K | |||
| $599K | 0.15% | 5,294 +976 | +23% | +$110K | |||
| $592K | 0.15% | 4,470 -142 | -3% | -$18.8K |
