LCWP
Legacy Capital Wealth Partners Portfolio holdings
AUM
$439M
This Quarter Return
+4.07%
1 Year Return
+15.9%
3 Year Return
+47.32%
5 Year Return
–
10 Year Return
–
AUM
$242M
AUM Growth
+$242M
(-5.3%)
Cap. Flow
-$2.19B
Cap. Flow
% of AUM
-904.39%
Top 10 Holdings %
Top 10 Hldgs %
65.1%
Holding
44
New
1
Increased
31
Reduced
9
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
$598M |
| 2 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$506M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$370M |
| 4 |
Invesco BuyBack Achievers ETF
PKW
|
$229M |
| 5 |
Invesco S&P 500 Revenue ETF
RWL
|
$186M |
Sector Composition
| 1 | Financials | 5.87% |
| 2 | Technology | 0.12% |
| 3 | Consumer Discretionary | 0.1% |
