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
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$405K 0.11%
11,254
+691
177
$401K 0.11%
8,110
178
$398K 0.11%
4,751
-2,275
179
$394K 0.11%
6,700
-644
180
$392K 0.11%
6,416
-254
181
$388K 0.11%
651
+125
182
$382K 0.11%
11,784
-358
183
$381K 0.11%
504
+55
184
$381K 0.11%
2,749
+183
185
$378K 0.11%
4,783
-380
186
$372K 0.11%
3,529
+947
187
$371K 0.11%
4,415
-133
188
$370K 0.1%
11,971
+129
189
$370K 0.1%
12,932
+2,835
190
$370K 0.1%
2,064
-76
191
$368K 0.1%
+1,403
192
$366K 0.1%
2,930
+5
193
$361K 0.1%
7,451
-1,550
194
$361K 0.1%
1,671
-175
195
$357K 0.1%
7,181
-2,218
196
$356K 0.1%
5,336
+549
197
$353K 0.1%
1,568
-20
198
$349K 0.1%
2,451
-262
199
$348K 0.1%
1,463
-64
200
$345K 0.1%
1,185
-59
6 7
8
9 10