LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM $407M
AUM
$407M
AUM Growth
+$2.43M (+0.6%)
Cap. Flow
+$29.7M
Cap. Flow % of AUM
7.31%
Top 10 Holdings %Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26
Top Buys
| 1 | $11.8M | |
| 2 | $9.42M | |
| 3 | $1.98M | |
| 4 | $1.6M | |
| 5 | $1.49M |
Top Sells
| 1 | $3.63M | |
| 2 | $1.92M | |
| 3 | $1.4M | |
| 4 | $1.22M | |
| 5 | $1.14M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.99% |
| 5 | Consumer Discretionary | 6.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $588K | 0.14% | 9,083 +2,881 | +46% | +$186K | |||
| $585K | 0.14% | 5,608 +3,938 | +236% | +$411K | |||
| $573K | 0.14% | 1,231 +74 | +6% | +$34.5K | |||
| $571K | 0.14% | 8,060 -78 | -1% | -$5.53K | |||
| $570K | 0.14% | 10,339 -76 | -0.7% | -$4.19K | |||
| $567K | 0.14% | 3,530 | – | – | |||
| $566K | 0.14% | 6,708 +2,793 | +71% | +$236K | |||
| $563K | 0.14% | 1,201 -475 | -28% | -$223K | |||
| $560K | 0.14% | 3,633 +6 | +0.2% | +$926 | |||
| $556K | 0.14% | 28,601 +2,932 | +11% | +$57K | |||
| $555K | 0.14% | 7,249 -971 | -12% | -$74.4K | |||
| $552K | 0.14% | 4,194 +36 | +0.9% | +$4.74K | |||
| $551K | 0.14% | 5,897 +17 | +0.3% | +$1.59K | |||
| $550K | 0.14% | 1,617 -90 | -5% | -$30.6K | |||
| $549K | 0.14% | 12,400 -307 | -2% | -$13.6K | |||
| $548K | 0.13% | 1,625 +101 | +7% | +$34K | |||
| $547K | 0.13% | 2,050 -336 | -14% | -$89.6K | |||
| $540K | 0.13% | 10,672 +190 | +2% | +$9.62K | |||
| $539K | 0.13% | 2,355 +87 | +4% | +$19.9K | |||
| $539K | 0.13% | 12,763 -86,120 | -87% | -$3.63M | |||
| $536K | 0.13% | 1,250 +456 | +57% | +$196K | |||
| $532K | 0.13% | 790 +72 | +10% | +$48.5K | |||
| $529K | 0.13% | 2,134 -7 | -0.3% | -$1.74K | |||
| $528K | 0.13% | 6,809 +452 | +7% | +$35K | |||
| $525K | 0.13% | 853 -75 | -8% | -$46.1K |
