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
$242M
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$592K
3
+$449K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$309K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$308K

Top Sells

1
+$3.75M
2
+$692K
3
+$609K
4
ZBH icon
Zimmer Biomet
ZBH
+$504K
5
AAPL icon
Apple
AAPL
+$435K

Sector Composition

1 Financials 4.88%
2 Technology 1.44%
3 Consumer Discretionary 0.98%
4 Healthcare 0.68%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 10.23%
111,839
-342
2
$20.5M 8.49%
540,613
+15,586
3
$17.8M 7.35%
149,163
+55
4
$17.3M 7.16%
495,342
+7,165
5
$15.9M 6.57%
363,022
+73
6
$14.8M 6.12%
205,471
+245
7
$14.1M 5.83%
346,866
+87
8
$11.8M 4.88%
379,699
+7,322
9
$8.79M 3.63%
389,367
+31,214
10
$8.64M 3.57%
79,640
-34,570
11
$7.11M 2.94%
134,584
+3,593
12
$5.28M 2.18%
238,668
+7,307
13
$5.16M 2.13%
107,696
+2,704
14
$4.23M 1.75%
42,848
+2,037
15
$3.7M 1.53%
72,531
+1,319
16
$3.56M 1.47%
219,545
-11,273
17
$3.36M 1.39%
28,451
+1,090
18
$3.34M 1.38%
58,466
+245
19
$3.23M 1.33%
63,940
+3,255
20
$3.14M 1.3%
17,632
+1,064
21
$3.07M 1.27%
52,858
+3,429
22
$3.07M 1.27%
44,960
+2,385
23
$2.31M 0.96%
27,771
+451
24
$2.31M 0.95%
60,077
+248
25
$2.16M 0.89%
19,847
+165
1
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