LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$6.6M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.92M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.74M

Top Sells

1
+$20.8M
2
+$11.8M
3
+$2.2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.63M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$549K 0.12%
10,398
+59
177
$547K 0.12%
7,873
-187
178
$546K 0.12%
21,508
-241
179
$545K 0.12%
2,131
-3
180
$541K 0.12%
8,807
-276
181
$540K 0.12%
16,763
-5,901
182
$538K 0.12%
3,699
+66
183
$528K 0.12%
+8,282
184
$524K 0.12%
499
+12
185
$522K 0.12%
10,300
-372
186
$518K 0.12%
2,369
-230
187
$516K 0.12%
6,220
188
$515K 0.12%
14,423
+492
189
$514K 0.12%
+10,216
190
$513K 0.12%
1,760
-22
191
$513K 0.12%
+17,273
192
$511K 0.12%
4,110
-84
193
$511K 0.12%
1,844
+31
194
$509K 0.12%
14,243
195
$509K 0.12%
12,004
+210
196
$508K 0.12%
897
-246
197
$506K 0.12%
2,937
+582
198
$500K 0.11%
559
+31
199
$497K 0.11%
+7,411
200
$494K 0.11%
1,588
-37
6 7
8
9 10