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
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$275K 0.07%
+4,638
202
$272K 0.07%
+1,422
203
$268K 0.07%
+9,500
204
$268K 0.07%
+5,731
205
$266K 0.07%
+2,559
206
$266K 0.07%
+1,553
207
$265K 0.07%
+10,014
208
$264K 0.07%
+13,555
209
$264K 0.07%
+7,716
210
$262K 0.07%
+1,824
211
$259K 0.07%
+3,420
212
$258K 0.07%
+2,320
213
$257K 0.07%
+4,010
214
$254K 0.07%
+1,112
215
$254K 0.07%
+3,593
216
$252K 0.07%
+930
217
$250K 0.07%
+1,720
218
$250K 0.07%
+24,756
219
$249K 0.07%
+872
220
$242K 0.07%
+4,814
221
$241K 0.07%
+5,931
222
$240K 0.07%
+2,173
223
$236K 0.06%
+1,402
224
$234K 0.06%
+3,319
225
$226K 0.06%
+3,249
7 8
9
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