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
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$591K 0.17%
1,128
-9
127
$584K 0.17%
4,595
-759
128
$563K 0.16%
22,220
129
$561K 0.16%
1,794
+6
130
$560K 0.16%
3,690
+9
131
$560K 0.16%
1,434
-78
132
$546K 0.15%
7,043
-630
133
$545K 0.15%
1,527
-515
134
$543K 0.15%
869
+85
135
$536K 0.15%
10,497
-529
136
$534K 0.15%
3,447
+4
137
$527K 0.15%
3,528
-893
138
$527K 0.15%
5,619
-176
139
$524K 0.15%
10,943
+113
140
$520K 0.15%
10,349
-63
141
$516K 0.15%
4,989
-415
142
$511K 0.14%
7,425
-370
143
$510K 0.14%
7,070
-2,447
144
$504K 0.14%
+14,247
145
$502K 0.14%
29,905
-11,842
146
$500K 0.14%
18,176
-23,294
147
$491K 0.14%
11,200
-302
148
$488K 0.14%
7,945
+1,868
149
$487K 0.14%
8,663
-162
150
$487K 0.14%
7,231
+2,859
4 5
6
7 8