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
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$364K 0.1%
+2,678
177
$357K 0.1%
+525
178
$357K 0.1%
+9,784
179
$357K 0.1%
+10,929
180
$348K 0.09%
+4,562
181
$347K 0.09%
+1,700
182
$342K 0.09%
+1,548
183
$331K 0.09%
+6,324
184
$328K 0.09%
+4,257
185
$327K 0.09%
+1,447
186
$321K 0.09%
+1,969
187
$316K 0.09%
+5,960
188
$315K 0.09%
+11,670
189
$312K 0.09%
+1,821
190
$310K 0.08%
+2,830
191
$307K 0.08%
+1,860
192
$306K 0.08%
+616
193
$305K 0.08%
+5,315
194
$293K 0.08%
+664
195
$293K 0.08%
+3,149
196
$290K 0.08%
+1,600
197
$287K 0.08%
+8,300
198
$286K 0.08%
+2,602
199
$281K 0.08%
+4,881
200
$277K 0.08%
+3,750
6 7
8
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