LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM $407M
AUM
$407M
AUM Growth
+$2.43M (+0.6%)
Cap. Flow
+$29.7M
Cap. Flow % of AUM
7.31%
Top 10 Holdings %Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26
Top Buys
| 1 | $11.8M | |
| 2 | $9.42M | |
| 3 | $1.98M | |
| 4 | $1.6M | |
| 5 | $1.49M |
Top Sells
| 1 | $3.63M | |
| 2 | $1.92M | |
| 3 | $1.4M | |
| 4 | $1.22M | |
| 5 | $1.14M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.99% |
| 5 | Consumer Discretionary | 6.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $520K | 0.13% | 3,053 +1,433 | +88% | +$244K | |||
| $515K | 0.13% | 7,216 +309 | +4% | +$22.1K | |||
| $514K | 0.13% | 13,931 -161 | -1% | -$5.94K | |||
| $510K | 0.13% | 2,083 +36 | +2% | +$8.81K | |||
| $509K | 0.13% | 6,220 +50 | +0.8% | +$4.09K | |||
| $504K | 0.12% | 2,525 +1,075 | +74% | +$214K | |||
| $500K | 0.12% | 6,664 -1,626 | -20% | -$122K | |||
| $491K | 0.12% | 1,015 +10 | +1% | +$4.84K | |||
| $490K | 0.12% | 7,536 -909 | -11% | -$59.2K | |||
| $486K | 0.12% | 1,782 -37 | -2% | -$10.1K | |||
| $486K | 0.12% | 4,343 +1,435 | +49% | +$160K | |||
| $480K | 0.12% | 6,187 -243 | -4% | -$18.8K | |||
| $479K | 0.12% | 3,750 -1,185 | -24% | -$151K | |||
| $475K | 0.12% | 13,880 -1,515 | -10% | -$51.9K | |||
| $473K | 0.12% | 6,513 +346 | +6% | +$25.2K | |||
| $473K | 0.12% | 1,603 -484 | -23% | -$143K | |||
| $470K | 0.12% | 7,617 -5,322 | -41% | -$328K | |||
| $467K | 0.11% | 6,216 +1,633 | +36% | +$123K | |||
| $462K | 0.11% | 15,015 | New | +$462K | |||
| $462K | 0.11% | 784 +34 | +5% | +$20K | |||
| $461K | 0.11% | 487 -27 | -5% | -$25.6K | |||
| $461K | 0.11% | 15,516 | New | +$461K | |||
| $461K | 0.11% | 950 +62 | +7% | +$30.1K | |||
| $459K | 0.11% | 10,975 -941 | -8% | -$39.4K | |||
| $457K | 0.11% | 6,578 +1,241 | +23% | +$86.2K |
