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
$141M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.22M
3
+$4.82M
4
AEP icon
American Electric Power
AEP
+$4.42M
5
AMD icon
Advanced Micro Devices
AMD
+$4.3M

Top Sells

1
+$69.8M
2
+$14M
3
+$13.8M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$11.9M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$9.29M

Sector Composition

1 Utilities 17.86%
2 Real Estate 12.51%
3 Technology 9.38%
4 Financials 8.42%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-18,190
127
– –
-8,710
128
– –
-11,971
129
– –
-22,220
130
– –
-1,239
131
– –
-99,722
132
– –
-1,517
133
– –
-831
134
– –
-38,772
135
– –
-4,290
136
– –
-4,441
137
– –
-2,167
138
– –
-5,600
139
– –
-10,349
140
– –
-31,159
141
– –
-384
142
– –
-16,558
143
– –
-22,190
144
– –
-9,491
145
– –
-1,838
146
– –
-3,068
147
– –
-7,568
148
– –
-5,850
149
– –
-2,767
150
– –
-37,224
4 5
6
7 8