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
$364M
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$6.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.74M
5
EOG icon
EOG Resources
EOG
+$6.33M

Top Sells

1
+$3.04M
2
+$2.81M
3
+$2.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.19M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.6M

Sector Composition

1 Financials 14.02%
2 Industrials 9.17%
3 Consumer Staples 8.56%
4 Technology 5.49%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.3M 6.4%
+123,654
2
$23M 6.31%
+431,313
3
$14.5M 3.98%
33,890
+13,890
4
$12.3M 3.38%
130,540
+63,505
5
$12.1M 3.33%
127,320
+62,443
6
$11.5M 3.16%
250,696
+58,087
7
$9.24M 2.54%
118,311
+35,450
8
$9.23M 2.53%
102,640
+21,632
9
$8.73M 2.4%
41,933
+12,126
10
$8.14M 2.23%
217,668
+18,330
11
$7.47M 2.05%
116,053
+37,645
12
$6.94M 1.91%
+17,681
13
$6.74M 1.85%
+15,690
14
$6.33M 1.74%
+49,911
15
$5.68M 1.56%
77,208
+1,669
16
$4.89M 1.34%
+48,832
17
$4.13M 1.13%
+24,121
18
$3.58M 0.98%
39,919
+5,627
19
$3.5M 0.96%
+68,831
20
$2.99M 0.82%
71,061
-3,273
21
$2.91M 0.8%
27,147
-738
22
$2.8M 0.77%
+8,860
23
$2.68M 0.74%
+26,636
24
$2.68M 0.74%
43,502
-865
25
$2.46M 0.67%
81,509
+69,991
1
2 3 4 5