LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$6.6M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.92M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.74M

Top Sells

1
+$20.8M
2
+$11.8M
3
+$2.2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.63M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$644K 0.15%
6,293
-516
152
$639K 0.15%
5,177
+9
153
$638K 0.15%
1,377
+8
154
$637K 0.15%
+3,279
155
$628K 0.14%
1,963
-52
156
$612K 0.14%
836
+46
157
$610K 0.14%
2,285
+91
158
$609K 0.14%
12,609
-954
159
$606K 0.14%
1,624
+7
160
$601K 0.14%
1,199
-32
161
$598K 0.14%
+65,149
162
$592K 0.13%
2,083
163
$590K 0.13%
8,444
-971
164
$586K 0.13%
12,933
+533
165
$578K 0.13%
12,929
-2,003
166
$575K 0.13%
5,183
-156
167
$573K 0.13%
3,483
-47
168
$564K 0.13%
8,271
-3,668
169
$563K 0.13%
6,811
-438
170
$562K 0.13%
3,849
-621
171
$557K 0.13%
3,827
+2,296
172
$553K 0.13%
2,690
-110
173
$551K 0.13%
7,277
+61
174
$551K 0.13%
1,032
+17
175
$549K 0.13%
4,304
+554
5 6
7
8 9