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
$120M
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$2.63M
3
+$2.59M
4
KKR icon
KKR & Co
KKR
+$2.48M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.16M

Top Sells

1
+$17M
2
+$12.3M
3
+$6.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.42M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M

Sector Composition

1 Financials 9.14%
2 Healthcare 0.25%
3 Consumer Staples 0%
4 Energy 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-131
127
– –
-3,044
128
– –
-2,409
129
– –
-36,751
130
– –
-10,699
131
– –
-10,219
132
– –
-2,320
133
– –
-29,759
134
– –
-1,553
135
– –
-25,863
136
– –
-3,583
137
– –
-1,886
138
– –
-9,458
139
– –
-3,822
140
– –
-1,484
141
– –
-2,173
142
– –
-7,036
143
– –
-3,327
144
– –
-4,069
145
– –
-10,665
146
– –
-8,110
147
– –
-1,240
148
– –
-35,000
149
– –
-930
150
– –
-3,573
4 5
6
7 8