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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$531K 0.14%
+7,352
152
$527K 0.13%
+934
153
$526K 0.13%
+13,698
154
$520K 0.13%
+10,300
155
$519K 0.13%
2,515
+906
156
$519K 0.13%
+7,291
157
$515K 0.13%
+10,416
158
$514K 0.13%
+926
159
$508K 0.13%
+6,227
160
$505K 0.13%
+10,220
161
$500K 0.13%
+3,118
162
$498K 0.13%
+1,922
163
$498K 0.13%
+13,216
164
$498K 0.13%
+2,425
165
$496K 0.13%
+12,675
166
$493K 0.13%
580
-553
167
$490K 0.12%
+5,376
168
$489K 0.12%
+2,090
169
$484K 0.12%
+6,540
170
$482K 0.12%
+14,427
171
$477K 0.12%
+11,401
172
$470K 0.12%
+2,047
173
$464K 0.12%
+4,042
174
$451K 0.11%
+3,262
175
$435K 0.11%
+12,221
5 6
7
8 9