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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$393K 0.1%
+8,367
202
$388K 0.1%
+12,045
203
$388K 0.1%
+12,336
204
$382K 0.1%
+3,934
205
$381K 0.1%
+1,459
206
$381K 0.1%
+1,533
207
$378K 0.1%
+1,270
208
$368K 0.09%
+467
209
$368K 0.09%
+22,036
210
$367K 0.09%
+1,230
211
$365K 0.09%
+4,843
212
$363K 0.09%
+2,047
213
$355K 0.09%
+11,451
214
$350K 0.09%
+2,776
215
$349K 0.09%
+3,607
216
$349K 0.09%
+1,133
217
$347K 0.09%
+6,309
218
$344K 0.09%
+4,110
219
$342K 0.09%
+1,743
220
$338K 0.09%
+1,079
221
$336K 0.09%
2,040
-359
222
$333K 0.08%
+84
223
$333K 0.08%
+8,365
224
$331K 0.08%
+1,127
225
$330K 0.08%
+11,933
7 8
9
10 11