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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$565K 0.14%
5,161
+876
152
$556K 0.14%
11,620
-15
153
$553K 0.14%
10,415
-445
154
$548K 0.14%
1,157
-45
155
$544K 0.13%
9,491
-2,445
156
$544K 0.13%
16,088
-23,681
157
$542K 0.13%
1,911
+43
158
$542K 0.13%
2,141
-2,159
159
$539K 0.13%
12,707
-282
160
$538K 0.13%
1,662
-388
161
$535K 0.13%
1,005
-17
162
$534K 0.13%
4,612
-4,703
163
$532K 0.13%
+6,062
164
$531K 0.13%
4,448
+426
165
$531K 0.13%
501
-182
166
$529K 0.13%
14,092
+300
167
$528K 0.13%
10,482
+13
168
$527K 0.13%
+514
169
$527K 0.13%
2,386
+40
170
$520K 0.13%
18,643
-585
171
$519K 0.13%
2,047
172
$517K 0.13%
1,524
+56
173
$517K 0.13%
3,104
-3,919
174
$515K 0.13%
+5,334
175
$515K 0.13%
2,268
+7
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7
8 9