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
$209M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.38M
3
+$8.62M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.09M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$6.26M

Top Sells

1
+$9.88M
2
+$8.28M
3
+$6.2M
4
FKU icon
First Trust United Kingdom AlphaDEX Fund
FKU
+$6.05M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.92M

Sector Composition

1 Financials 7.62%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 6.96%
331,894
+4,699
2
$12.7M 6.06%
317,902
+340
3
$11.9M 5.68%
138,850
+491
4
$10.9M 5.21%
114,796
+1,463
5
$10.6M 5.04%
75,195
-1,149
6
$10.4M 4.99%
141,168
+1,407
7
$10M 4.78%
+210,519
8
$9.68M 4.63%
47,514
+960
9
$9.38M 4.48%
+157,787
10
$8.62M 4.12%
+40,226
11
$7.09M 3.39%
+94,657
12
$6.26M 2.99%
+111,750
13
$6.23M 2.97%
141,744
-240
14
$6.21M 2.97%
71,028
-1,921
15
$5.66M 2.7%
57,602
+1,641
16
$5.52M 2.64%
20,738
+566
17
$4.83M 2.31%
35,550
+3,817
18
$4.17M 1.99%
64,758
-288
19
$4.11M 1.96%
+72,156
20
$4.11M 1.96%
75,426
-114
21
$4.07M 1.94%
90,098
+21
22
$3.87M 1.85%
81,554
+238
23
$3.62M 1.73%
38,215
+406
24
$3.07M 1.47%
+60,000
25
$2.29M 1.09%
75,030
+4,181
1
2 3