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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$812K 0.16%
12,494
+50
127
$794K 0.16%
9,047
+3,671
128
$792K 0.16%
5,642
+2,866
129
$775K 0.15%
1,722
-174
130
$769K 0.15%
6,747
+33
131
$749K 0.15%
+2,512
132
$744K 0.15%
4,217
-294
133
$737K 0.15%
3,989
-472
134
$731K 0.15%
9,362
+373
135
$727K 0.15%
20,523
+8,590
136
$723K 0.14%
5,724
+2,879
137
$720K 0.14%
9,240
+212
138
$711K 0.14%
12,580
+117
139
$709K 0.14%
5,678
-9,663
140
$700K 0.14%
1,490
+721
141
$695K 0.14%
26,074
-289
142
$694K 0.14%
2,536
+1,264
143
$681K 0.14%
2,289
-123
144
$680K 0.14%
9,232
-1,197
145
$674K 0.13%
160
+76
146
$664K 0.13%
5,647
-1,098
147
$656K 0.13%
6,328
-605
148
$647K 0.13%
3,394
+1,484
149
$636K 0.13%
1,918
+922
150
$636K 0.13%
1,285
+593
4 5
6
7 8