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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$554K 0.11%
4,030
-12
177
$548K 0.11%
6,192
-348
178
$546K 0.11%
+8,449
179
$545K 0.11%
2,261
+171
180
$543K 0.11%
612
+297
181
$540K 0.11%
14,405
+5,789
182
$537K 0.11%
8,290
+586
183
$535K 0.11%
6,628
+2,512
184
$533K 0.11%
2,328
-318
185
$533K 0.11%
4,022
-246
186
$531K 0.11%
10,469
+169
187
$527K 0.11%
12,989
+768
188
$526K 0.11%
1,868
-54
189
$523K 0.1%
+16,988
190
$522K 0.1%
626
+63
191
$521K 0.1%
5,410
+2,256
192
$521K 0.1%
6,268
+41
193
$506K 0.1%
1,087
+501
194
$504K 0.1%
4,285
-2,863
195
$502K 0.1%
+15,070
196
$501K 0.1%
25,176
+3,140
197
$501K 0.1%
+3,212
198
$500K 0.1%
+19,228
199
$498K 0.1%
2,047
200
$484K 0.1%
10,269
+5,289
6 7
8
9 10