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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$634K 0.13%
8,273
-1,248
152
$632K 0.13%
10,860
-830
153
$630K 0.13%
2,194
+1,115
154
$627K 0.13%
3,211
+1,449
155
$614K 0.12%
11,635
+1,415
156
$611K 0.12%
683
+325
157
$611K 0.12%
11,947
+112
158
$608K 0.12%
6,332
-104
159
$605K 0.12%
22,348
+128
160
$605K 0.12%
8,053
+4,235
161
$598K 0.12%
7,149
+170
162
$597K 0.12%
16,421
+1,994
163
$592K 0.12%
1,959
-55
164
$592K 0.12%
3,530
165
$586K 0.12%
24,466
-2,934
166
$576K 0.12%
3,455
+1,695
167
$576K 0.12%
13,792
+1,117
168
$575K 0.12%
4,833
-388
169
$574K 0.11%
2,227
+646
170
$570K 0.11%
1,202
-232
171
$568K 0.11%
914
-154
172
$567K 0.11%
9,109
+1,560
173
$567K 0.11%
7,185
-106
174
$560K 0.11%
3,352
+68
175
$558K 0.11%
5,514
+1,580
5 6
7
8 9