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
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$568K 0.16%
+3,314
127
$560K 0.15%
+7,394
128
$555K 0.15%
+1,610
129
$547K 0.15%
+16,043
130
$544K 0.15%
+4,069
131
$541K 0.15%
+3,693
132
$522K 0.14%
+13,902
133
$522K 0.14%
+1,769
134
$516K 0.14%
+10,514
135
$515K 0.14%
+8,713
136
$514K 0.14%
+713
137
$512K 0.14%
+5,114
138
$489K 0.13%
+13,743
139
$482K 0.13%
+22,220
140
$481K 0.13%
+3,017
141
$461K 0.13%
+1,507
142
$458K 0.13%
+6,577
143
$449K 0.12%
+7,115
144
$447K 0.12%
+1,958
145
$444K 0.12%
+2,823
146
$443K 0.12%
+5,566
147
$439K 0.12%
+5,806
148
$438K 0.12%
+8,045
149
$437K 0.12%
+4,294
150
$434K 0.12%
+11,372
4 5
6
7 8