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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.83M
3
+$1.67M
4
WMT icon
Walmart Inc
WMT
+$1.33M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.09M

Top Sells

1
+$45M
2
+$14.6M
3
+$9.97M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.74M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.24M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$449K 0.11%
15,395
+6,606
202
$445K 0.11%
+6,167
203
$445K 0.11%
7,448
-1,784
204
$443K 0.11%
+1,103
205
$437K 0.11%
16,562
206
$424K 0.1%
8,867
-250
207
$418K 0.1%
3,936
+190
208
$416K 0.1%
+8,141
209
$414K 0.1%
3,698
-525
210
$413K 0.1%
+12,614
211
$411K 0.1%
1,218
-118
212
$409K 0.1%
7,135
+1,649
213
$409K 0.1%
718
-567
214
$408K 0.1%
2,507
+318
215
$406K 0.1%
4,555
+1,262
216
$404K 0.1%
2,167
-13
217
$402K 0.1%
12,516
-1,889
218
$402K 0.1%
8,110
-172
219
$398K 0.1%
25,669
+493
220
$397K 0.1%
3,380
221
$395K 0.1%
1,536
-107
222
$392K 0.1%
4,367
-187
223
$392K 0.1%
8,914
+378
224
$390K 0.1%
750
-13
225
$388K 0.1%
225
+5
7 8
9
10 11