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
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$430K 0.12%
+9,117
152
$427K 0.12%
+11,251
153
$423K 0.12%
+3,327
154
$422K 0.12%
+9,349
155
$421K 0.12%
+5,376
156
$418K 0.11%
+37,000
157
$417K 0.11%
+8,743
158
$417K 0.11%
+1,349
159
$415K 0.11%
+8,420
160
$412K 0.11%
+1,693
161
$407K 0.11%
+8,660
162
$404K 0.11%
+2,415
163
$400K 0.11%
+8,110
164
$399K 0.11%
2,235
+956
165
$399K 0.11%
+1,610
166
$393K 0.11%
1,246
+367
167
$391K 0.11%
+10,471
168
$388K 0.11%
+3,583
169
$386K 0.11%
+7,435
170
$386K 0.11%
+9,458
171
$385K 0.11%
+3,040
172
$383K 0.1%
+10,665
173
$374K 0.1%
+10,699
174
$370K 0.1%
+1,113
175
$369K 0.1%
+6,535
5 6
7
8 9