LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$6.25M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.6M

Top Sells

1
+$20.7M
2
+$11.8M
3
+$7.25M
4
GAP
The Gap Inc
GAP
+$2.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.74M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$716K 0.16%
3,160
-898
127
$713K 0.16%
1,312
-80
128
$710K 0.16%
3,336
+1,284
129
$708K 0.16%
1,343
-140
130
$707K 0.16%
14,426
+196
131
$704K 0.16%
5,545
+204
132
$700K 0.16%
898
-203
133
$693K 0.16%
3,908
-122
134
$693K 0.16%
11,107
-220
135
$690K 0.16%
20,509
-4,456
136
$689K 0.16%
10,543
-115
137
$685K 0.16%
6,788
-988
138
$681K 0.16%
7,255
-766
139
$681K 0.16%
19,268
-8,591
140
$678K 0.15%
1,446
-50
141
$676K 0.15%
8,439
-79
142
$675K 0.15%
2,251
-309
143
$672K 0.15%
32,125
-106
144
$670K 0.15%
1,307
+57
145
$664K 0.15%
+25,764
146
$662K 0.15%
1,200
-1
147
$654K 0.15%
2,608
+1,204
148
$651K 0.15%
+27,766
149
$649K 0.15%
22,818
+132
150
$647K 0.15%
6,644
+131
4 5
6
7 8