LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$477K 0.13%
+4,769
152
$473K 0.13%
+10,830
153
$469K 0.13%
8,825
+489
154
$465K 0.13%
+22,220
155
$464K 0.13%
+1,788
156
$463K 0.13%
+43,766
157
$456K 0.13%
+6,532
158
$455K 0.13%
+11,026
159
$448K 0.12%
+6,807
160
$445K 0.12%
+9,001
161
$440K 0.12%
+1,701
162
$439K 0.12%
+5,425
163
$430K 0.12%
+6,158
164
$428K 0.12%
+7,795
165
$425K 0.12%
+878
166
$423K 0.12%
+9,117
167
$419K 0.11%
+8,556
168
$410K 0.11%
+6,363
169
$403K 0.11%
1,244
+365
170
$401K 0.11%
+8,110
171
$401K 0.11%
8,070
-45,605
172
$400K 0.11%
+784
173
$398K 0.11%
+11,842
174
$398K 0.11%
+14,502
175
$396K 0.11%
+9,745
5 6
7
8 9