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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$622K 0.16%
+2,412
127
$620K 0.16%
+6,933
128
$619K 0.16%
+6,145
129
$619K 0.16%
+3,284
130
$613K 0.16%
+12,895
131
$604K 0.15%
+1,434
132
$593K 0.15%
+11,835
133
$591K 0.15%
8,341
+5,606
134
$584K 0.15%
+2,014
135
$582K 0.15%
+5,460
136
$576K 0.15%
+563
137
$572K 0.15%
+1,054
138
$568K 0.14%
628
-7,828
139
$568K 0.14%
+7,704
140
$565K 0.14%
+8,518
141
$564K 0.14%
+6,436
142
$552K 0.14%
+3,908
143
$550K 0.14%
+11,332
144
$537K 0.14%
+4,268
145
$534K 0.14%
+2,646
146
$533K 0.14%
+2,259
147
$532K 0.14%
+8,994
148
$532K 0.14%
+22,220
149
$531K 0.14%
+3,530
150
$531K 0.14%
+6,979
4 5
6
7 8