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
$439M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$6.6M
3
+$5.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.92M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.74M

Top Sells

1
+$20.8M
2
+$11.8M
3
+$2.2M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.63M

Sector Composition

1 Consumer Staples 14.14%
2 Financials 10.56%
3 Consumer Discretionary 8.59%
4 Technology 7.85%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$494K 0.11%
2,071
+21
202
$493K 0.11%
15,516
203
$485K 0.11%
11,542
-832
204
$478K 0.11%
6,896
-721
205
$478K 0.11%
844
+60
206
$477K 0.11%
5,228
-2,777
207
$477K 0.11%
15,015
208
$473K 0.11%
4,138
-1,045
209
$469K 0.11%
5,137
-157
210
$466K 0.11%
581
-33
211
$465K 0.11%
2,906
-122
212
$464K 0.11%
125
+11
213
$463K 0.11%
2,527
-461
214
$459K 0.1%
230
+4
215
$459K 0.1%
1,312
-224
216
$457K 0.1%
1,636
-1,160
217
$450K 0.1%
1,967
+54
218
$447K 0.1%
5,021
+300
219
$447K 0.1%
4,248
-95
220
$445K 0.1%
1,000
+50
221
$437K 0.1%
1,604
+148
222
$436K 0.1%
1,154
+65
223
$434K 0.1%
9,174
+420
224
$431K 0.1%
8,867
225
$430K 0.1%
10,826
-1,937
7 8
9
10 11