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
$186M
AUM Growth
-$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.4M
3
+$10.7M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$10.1M
5
MMLG icon
First Trust Multi-Manager Large Growth ETF
MMLG
+$9.73M

Top Sells

1
+$18.8M
2
+$15.9M
3
+$12.9M
4
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$8.79M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$3.75M

Sector Composition

1 Technology 0.12%
2 Consumer Discretionary 0.12%
3 Energy 0%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 10.21%
476,338
-64,275
2
$17.7M 9.55%
490,735
-4,607
3
$15M 8.11%
200,963
-4,508
4
$14.2M 7.63%
336,389
-10,477
5
$13.6M 7.35%
57,457
-54,382
6
$13.4M 7.2%
+278,179
7
$12.4M 6.68%
+183,904
8
$10.7M 5.75%
+144,790
9
$10.5M 5.68%
334,500
-45,199
10
$10.1M 5.45%
+112,089
11
$9.73M 5.24%
+367,177
12
$9.56M 5.15%
84,612
+4,972
13
$7.94M 4.28%
148,028
+13,444
14
$5.69M 3.07%
257,722
+19,054
15
$5.58M 3.01%
116,304
+8,608
16
$4.03M 2.17%
79,208
+6,677
17
$3.56M 1.92%
62,259
+3,793
18
$843K 0.45%
+12,322
19
$659K 0.36%
6,405
-36,443
20
$368K 0.2%
7,262
+1,166
21
$368K 0.2%
7,326
+1,181
22
$242K 0.13%
1,897
-147,266
23
$223K 0.12%
+1,628
24
$220K 0.12%
+1,280
25
– –
-1,953
1
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