LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM $407M
AUM
$407M
AUM Growth
+$2.43M (+0.6%)
Cap. Flow
+$29.7M
Cap. Flow % of AUM
7.31%
Top 10 Holdings %Top 10 Hldgs %
35.31%
Holding
377
New
40
Increased
139
Reduced
153
Closed
26
Top Buys
| 1 | $11.8M | |
| 2 | $9.42M | |
| 3 | $1.98M | |
| 4 | $1.6M | |
| 5 | $1.49M |
Top Sells
| 1 | $3.63M | |
| 2 | $1.92M | |
| 3 | $1.4M | |
| 4 | $1.22M | |
| 5 | $1.14M |
Sector Composition
| 1 | Consumer Staples | 13.83% |
| 2 | Financials | 11.48% |
| 3 | Industrials | 7.2% |
| 4 | Technology | 6.99% |
| 5 | Consumer Discretionary | 6.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $456K | 0.11% | 1,813 +33 | +2% | +$8.31K | |||
| $456K | 0.11% | 5,183 | New | +$456K | |||
| $451K | 0.11% | 4,126 -322 | -7% | -$35.2K | |||
| $446K | 0.11% | 560 +59 | +12% | +$47K | |||
| $443K | 0.11% | 4,217 +2,011 | +91% | +$211K | |||
| $443K | 0.11% | 1,913 -3 | -0.2% | -$694 | |||
| $442K | 0.11% | 2,762 -244 | -8% | -$39K | |||
| $438K | 0.11% | 3,202 -618 | -16% | -$84.6K | |||
| $435K | 0.11% | 5,939 -42 | -0.7% | -$3.08K | |||
| $435K | 0.11% | 6,116 -1,599 | -21% | -$114K | |||
| $435K | 0.11% | 3,099 | New | +$435K | |||
| $435K | 0.11% | 114 -39 | -25% | -$149K | |||
| $434K | 0.11% | 2,988 +481 | +19% | +$69.8K | |||
| $433K | 0.11% | 16,562 | – | – | |||
| $429K | 0.11% | 8,867 | – | – | |||
| $427K | 0.11% | 4,721 +166 | +4% | +$15K | |||
| $427K | 0.11% | 6,295 -1,153 | -15% | -$78.2K | |||
| $423K | 0.1% | 226 +1 | +0.4% | +$1.87K | |||
| $419K | 0.1% | 12,614 | – | – | |||
| $418K | 0.1% | 8,303 +162 | +2% | +$8.16K | |||
| $418K | 0.1% | 7,382 +247 | +3% | +$14K | |||
| $416K | 0.1% | 5,025 -1,004 | -17% | -$83.1K | |||
| $414K | 0.1% | 2,447 | New | +$414K | |||
| $408K | 0.1% | 8,209 +99 | +1% | +$4.92K | |||
| $408K | 0.1% | 796 +172 | +28% | +$88.1K |
