LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM
$439M
This Quarter Return
+13.01%
1 Year Return
+15.9%
3 Year Return
+47.32%
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
–
Cap. Flow
+$233M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.9%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$23.2M |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
$18.4M |
| 3 |
First Trust US Equity Opportunities ETF
FPX
|
$17.6M |
| 4 |
FT Vest US Equity Buffer ETF June
FJUN
|
$16.6M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$15.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 4.5% |
| 2 | Technology | 2.53% |
| 3 | Healthcare | 1.07% |
| 4 | Consumer Discretionary | 0.98% |
| 5 | Industrials | 0.48% |
