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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$650K 0.16%
842
+297
127
$644K 0.16%
1,538
-1,683
128
$640K 0.16%
8,220
-53
129
$638K 0.16%
22,561
+213
130
$637K 0.16%
695
-460
131
$634K 0.16%
8,290
-1,072
132
$631K 0.16%
3,820
-1,858
133
$630K 0.16%
1,707
-15
134
$624K 0.15%
9,526
+286
135
$618K 0.15%
+9,262
136
$617K 0.15%
2,504
+176
137
$614K 0.15%
11,264
+2,155
138
$608K 0.15%
5,963
-365
139
$608K 0.15%
6,108
-10,355
140
$606K 0.15%
6,907
-242
141
$605K 0.15%
2,087
-202
142
$596K 0.15%
8,060
-230
143
$596K 0.15%
+6,506
144
$596K 0.15%
23,329
-1,137
145
$586K 0.15%
12,157
-12,117
146
$583K 0.14%
8,138
-7,437
147
$580K 0.14%
16,185
-236
148
$579K 0.14%
13,753
+1,689
149
$573K 0.14%
4,547
-1,821
150
$571K 0.14%
3,530
4 5
6
7 8