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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$433K 0.11%
+5,502
177
$432K 0.11%
+9,117
178
$432K 0.11%
+3,057
179
$429K 0.11%
+4,625
180
$429K 0.11%
+17,648
181
$428K 0.11%
+1,002
182
$428K 0.11%
+1,330
183
$419K 0.11%
+16,562
184
$418K 0.11%
+2,011
185
$416K 0.11%
+10,752
186
$416K 0.11%
1,951
-1,398
187
$416K 0.11%
+7,549
188
$416K 0.11%
2,359
-10,062
189
$411K 0.1%
+13,867
190
$411K 0.1%
+923
191
$409K 0.1%
+4,725
192
$409K 0.1%
+3,447
193
$407K 0.1%
+2,067
194
$407K 0.1%
+5,583
195
$407K 0.1%
+1,581
196
$404K 0.1%
692
-1,957
197
$403K 0.1%
+678
198
$403K 0.1%
+8,110
199
$401K 0.1%
+6,396
200
$396K 0.1%
+480
6 7
8
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