LCWP

Legacy Capital Wealth Partners Portfolio holdings

AUM $439M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$18.4M
3
+$17.6M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$16.6M
5
SPEM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.2M 9.94%
+112,181
2
$18.4M 7.89%
+525,027
3
$17.6M 7.56%
+149,108
4
$16.6M 7.13%
+488,177
5
$15.3M 6.56%
+362,949
6
$14.2M 6.07%
+205,226
7
$13.8M 5.89%
+346,779
8
$11.4M 4.87%
+372,377
9
$10.5M 4.5%
+114,210
10
$8.17M 3.5%
+358,153
11
$7.17M 3.07%
+130,991
12
$5.14M 2.2%
+231,361
13
$5M 2.14%
+104,992
14
$3.96M 1.69%
+40,811
15
$3.67M 1.57%
+71,212
16
$3.41M 1.46%
+58,221
17
$3.17M 1.36%
+230,818
18
$3.02M 1.29%
+42,575
19
$2.98M 1.28%
+60,685
20
$2.9M 1.24%
+27,361
21
$2.88M 1.23%
+16,568
22
$2.78M 1.19%
+49,429
23
$2.3M 0.99%
+59,829
24
$2.28M 0.98%
+19,682
25
$2.26M 0.97%
+27,320
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