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
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$610K 0.17%
4,421
-20,389
127
$593K 0.16%
+4,525
128
$591K 0.16%
+8,335
129
$589K 0.16%
+1,440
130
$588K 0.16%
+4,368
131
$578K 0.16%
+3,374
132
$577K 0.16%
+14,798
133
$574K 0.16%
+1,105
134
$560K 0.15%
2,106
-11,446
135
$540K 0.15%
+744
136
$531K 0.15%
+13,002
137
$522K 0.14%
+10,412
138
$515K 0.14%
+2,332
139
$515K 0.14%
+5,795
140
$514K 0.14%
+7,673
141
$513K 0.14%
+3,443
142
$511K 0.14%
+14,361
143
$510K 0.14%
+11,502
144
$508K 0.14%
+3,729
145
$504K 0.14%
+9,399
146
$492K 0.14%
+5,920
147
$491K 0.13%
+5,404
148
$482K 0.13%
+7,084
149
$481K 0.13%
+3,920
150
$478K 0.13%
+1,512
4 5
6
7 8