LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$395K 0.11%
+2,237
177
$394K 0.11%
+6,901
178
$393K 0.11%
+3,994
179
$390K 0.11%
3,027
-8,680
180
$387K 0.11%
+1,462
181
$384K 0.11%
+5,163
182
$379K 0.1%
+3,681
183
$379K 0.1%
+6,050
184
$379K 0.1%
+1,875
185
$378K 0.1%
+7,584
186
$374K 0.1%
+10,097
187
$371K 0.1%
+3,412
188
$370K 0.1%
+2,566
189
$368K 0.1%
+2,997
190
$363K 0.1%
+2,808
191
$362K 0.1%
+1,588
192
$360K 0.1%
+11,256
193
$355K 0.1%
+6,077
194
$354K 0.1%
+1,189
195
$352K 0.1%
+2,359
196
$351K 0.1%
+10,563
197
$351K 0.1%
+2,713
198
$350K 0.1%
+6,670
199
$338K 0.09%
+7,344
200
$337K 0.09%
+893
6 7
8
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