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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$509K 0.13%
3,627
+176
177
$504K 0.12%
5,880
-3,167
178
$498K 0.12%
+1,780
179
$498K 0.12%
16,373
-615
180
$496K 0.12%
6,219
-966
181
$495K 0.12%
+6,170
182
$494K 0.12%
6,029
-239
183
$492K 0.12%
3,006
-3,367
184
$492K 0.12%
928
-1,051
185
$491K 0.12%
+20,066
186
$489K 0.12%
+153
187
$485K 0.12%
+11,916
188
$482K 0.12%
+18,434
189
$479K 0.12%
1,819
-140
190
$477K 0.12%
1,992
+507
191
$474K 0.12%
8,445
-9,986
192
$467K 0.12%
11,608
+4,666
193
$467K 0.12%
1,396
-1,140
194
$464K 0.11%
4,158
-91
195
$462K 0.11%
12,860
+518
196
$459K 0.11%
5,337
+504
197
$456K 0.11%
+4,318
198
$454K 0.11%
655
+29
199
$453K 0.11%
2,616
+112
200
$451K 0.11%
+7,715
6 7
8
9 10