LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$337K 0.09%
+5,824
202
$336K 0.09%
+2,925
203
$332K 0.09%
+12,142
204
$329K 0.09%
+5,945
205
$327K 0.09%
+4,548
206
$326K 0.09%
+2,140
207
$322K 0.09%
+9,712
208
$320K 0.09%
+595
209
$309K 0.08%
+2,069
210
$308K 0.08%
+1,527
211
$306K 0.08%
+2,165
212
$304K 0.08%
+1,846
213
$299K 0.08%
+4,787
214
$296K 0.08%
+4,372
215
$295K 0.08%
+522
216
$294K 0.08%
+1,436
217
$291K 0.08%
+6,068
218
$282K 0.08%
+29,845
219
$281K 0.08%
2,773
-14,174
220
$275K 0.08%
+4,341
221
$273K 0.08%
+2,582
222
$273K 0.07%
628
-88
223
$268K 0.07%
+1,562
224
$268K 0.07%
+526
225
$268K 0.07%
+3,536
7 8
9
10 11