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
$407M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.42M
3
+$1.98M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.6M
5
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$1.49M

Top Sells

1
+$3.63M
2
+$3.37M
3
+$2.13M
4
NVDA icon
NVIDIA
NVDA
+$1.92M
5
PNNT
Pennant Park Investment Corp
PNNT
+$1.56M

Sector Composition

1 Consumer Staples 13.83%
2 Financials 11.48%
3 Industrials 7.2%
4 Technology 6.89%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$692K 0.17%
9,415
-111
127
$689K 0.17%
1,392
+1
128
$687K 0.17%
3,826
-376
129
$679K 0.17%
6,881
-1,110
130
$675K 0.17%
7,518
+1,410
131
$674K 0.17%
4,058
+129
132
$672K 0.17%
13,509
+5,976
133
$666K 0.16%
+14,932
134
$664K 0.16%
5,339
-624
135
$663K 0.16%
22,664
+6,291
136
$661K 0.16%
5,341
+180
137
$660K 0.16%
3,756
-131
138
$655K 0.16%
+10,658
139
$641K 0.16%
22,686
+125
140
$630K 0.15%
4,030
+411
141
$629K 0.15%
5,168
-420
142
$629K 0.15%
21,749
-1,580
143
$627K 0.15%
8,005
-55
144
$621K 0.15%
2,194
+202
145
$612K 0.15%
1,369
-142
146
$612K 0.15%
8,518
-4,077
147
$610K 0.15%
+1,143
148
$602K 0.15%
1,209
-433
149
$599K 0.15%
5,294
+976
150
$592K 0.15%
4,470
-142
4 5
6
7 8