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
$366M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.31M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.88M

Top Sells

1
+$7.09M
2
+$3.59M
3
+$2.17M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.51M

Sector Composition

1 Financials 8.51%
2 Consumer Staples 6.77%
3 Industrials 5.64%
4 Technology 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 4.64%
+346,041
2
$14.3M 3.9%
318,559
-13,335
3
$12.3M 3.35%
+69,873
4
$12.1M 3.31%
301,667
-16,235
5
$12M 3.28%
+29,320
6
$11.3M 3.09%
132,941
-5,909
7
$10.9M 2.98%
112,809
-1,987
8
$10.4M 2.84%
136,815
-4,353
9
$9.67M 2.64%
70,029
-5,166
10
$9.49M 2.59%
44,983
-2,531
11
$9.01M 2.46%
36,880
-3,346
12
$8.02M 2.19%
134,823
-22,964
13
$7.44M 2.03%
141,962
-68,557
14
$7.19M 1.96%
74,403
+36,188
15
$6.46M 1.76%
20,143
-595
16
$6.31M 1.72%
+15,350
17
$6.03M 1.65%
133,858
-7,886
18
$5.88M 1.61%
+15,644
19
$5.67M 1.55%
+49,495
20
$5.28M 1.44%
63,740
-7,288
21
$4.59M 1.25%
75,843
-35,907
22
$4.07M 1.11%
60,755
-4,003
23
$3.83M 1.04%
37,821
-19,781
24
$3.56M 0.97%
74,331
-7,223
25
$3.37M 0.92%
+20,447
1
2 3 4 5