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
$353M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.12M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.78M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.39M

Top Sells

1
+$23.3M
2
+$12.5M
3
+$8.54M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.93M
5
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$2.02M

Sector Composition

1 Financials 15.05%
2 Consumer Staples 9.28%
3 Technology 6.73%
4 Healthcare 4.43%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$328K 0.09%
11,460
-3,042
202
$328K 0.09%
1,051
+78
203
$327K 0.09%
496
-26
204
$316K 0.09%
5,208
+545
205
$315K 0.09%
1,090
+110
206
$312K 0.09%
864
+135
207
$310K 0.09%
531
-64
208
$308K 0.09%
+11,528
209
$307K 0.09%
1,892
+245
210
$301K 0.09%
792
+101
211
$301K 0.09%
2,258
+364
212
$300K 0.08%
582
+35
213
$298K 0.08%
1,594
+32
214
$298K 0.08%
1,861
+194
215
$297K 0.08%
2,495
+288
216
$295K 0.08%
8,770
+338
217
$295K 0.08%
4,014
-2,518
218
$293K 0.08%
6,069
+1
219
$291K 0.08%
82
+6
220
$290K 0.08%
7,145
-210,523
221
$289K 0.08%
1,902
+13
222
$289K 0.08%
13,955
+159
223
$284K 0.08%
3,212
+320
224
$283K 0.08%
1,995
-245
225
$281K 0.08%
9,769
+57
7 8
9
10 11