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
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$478K 0.14%
877
-1
152
$478K 0.14%
6,395
-689
153
$478K 0.14%
22,190
+10,348
154
$469K 0.13%
6,961
+154
155
$468K 0.13%
9,620
+690
156
$459K 0.13%
1,264
+75
157
$459K 0.13%
5,850
-200
158
$451K 0.13%
2,245
+8
159
$449K 0.13%
6,316
+158
160
$447K 0.13%
+18,190
161
$445K 0.13%
3,068
-2,990
162
$443K 0.13%
1,816
+115
163
$440K 0.12%
5,186
+1,650
164
$440K 0.12%
5,361
-64
165
$440K 0.12%
4,050
+56
166
$439K 0.12%
10,215
+470
167
$438K 0.12%
6,651
+288
168
$434K 0.12%
9,117
169
$432K 0.12%
2,304
-55
170
$425K 0.12%
3,493
+81
171
$416K 0.12%
1,834
-41
172
$411K 0.12%
2,796
-933
173
$409K 0.12%
2,167
+2
174
$409K 0.12%
2,643
-165
175
$408K 0.12%
+1,609
5 6
7
8 9