LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$23.7M
3
+$8.77M
4
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$8.56M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$4.49M

Top Sells

1
+$6.97M
2
+$6.5M
3
+$4.03M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
KKR icon
KKR & Co
KKR
+$1.36M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$484K 0.1%
2,346
-13
202
$483K 0.1%
6,875
+4,321
203
$482K 0.1%
545
-83
204
$480K 0.1%
+4,993
205
$480K 0.1%
1,022
+20
206
$479K 0.1%
3,688
+1,768
207
$478K 0.1%
12,064
+1,312
208
$471K 0.09%
2,700
-418
209
$465K 0.09%
+6,781
210
$463K 0.09%
3,451
+4
211
$456K 0.09%
5,162
+790
212
$450K 0.09%
+4,249
213
$444K 0.09%
9,117
214
$442K 0.09%
2,189
-70
215
$441K 0.09%
12,342
+6
216
$441K 0.09%
69,399
+28,800
217
$440K 0.09%
6,676
-676
218
$438K 0.09%
18,688
+1,040
219
$436K 0.09%
5,153
+2,509
220
$434K 0.09%
16,562
221
$433K 0.09%
4,223
+616
222
$427K 0.09%
+2,660
223
$426K 0.09%
1,336
+6
224
$425K 0.09%
1,468
+9
225
$424K 0.08%
763
-171
7 8
9
10 11