LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $466M
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.42M
3
+$1.98M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.6M
5
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$1.49M

Top Sells

1
+$3.63M
2
+$3.37M
3
+$2.13M
4
NVDA icon
NVIDIA
NVDA
+$1.92M
5
PNNT
Pennant Park Investment Corp
PNNT
+$1.56M

Sector Composition

1 Consumer Staples 13.83%
2 Financials 11.48%
3 Industrials 7.2%
4 Technology 6.89%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$456K 0.11%
1,813
+33
202
$456K 0.11%
+5,183
203
$451K 0.11%
4,126
-322
204
$446K 0.11%
2,800
+295
205
$443K 0.11%
4,217
+2,011
206
$443K 0.11%
1,913
-3
207
$442K 0.11%
2,762
-244
208
$438K 0.11%
3,202
-618
209
$435K 0.11%
5,939
-42
210
$435K 0.11%
6,116
-1,599
211
$435K 0.11%
+3,099
212
$435K 0.11%
114
-39
213
$434K 0.11%
2,988
+481
214
$433K 0.11%
16,562
215
$429K 0.11%
8,867
216
$427K 0.11%
4,721
+166
217
$427K 0.11%
6,295
-1,153
218
$423K 0.1%
226
+1
219
$419K 0.1%
12,614
220
$418K 0.1%
8,303
+162
221
$418K 0.1%
7,382
+247
222
$416K 0.1%
5,025
-1,004
223
$414K 0.1%
+2,447
224
$408K 0.1%
8,209
+99
225
$408K 0.1%
796
+172
7 8
9
10 11