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
$141M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.22M
3
+$4.82M
4
AEP icon
American Electric Power
AEP
+$4.42M
5
AMD icon
Advanced Micro Devices
AMD
+$4.3M

Top Sells

1
+$69.8M
2
+$14M
3
+$13.8M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$11.9M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$9.29M

Sector Composition

1 Utilities 17.86%
2 Real Estate 12.51%
3 Technology 9.38%
4 Financials 8.42%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.96M 4.95%
+177,838
2
$6.22M 4.42%
+84,477
3
$4.82M 3.43%
+49,037
4
$4.42M 3.14%
+47,025
5
$4.3M 3.06%
+48,656
6
$4.15M 2.95%
+27,663
7
$3.99M 2.84%
13,836
+13,088
8
$3.51M 2.49%
20,731
+8,631
9
$3.36M 2.39%
45,277
+37,332
10
$3.26M 2.32%
8,456
+7,925
11
$3.18M 2.26%
+15,742
12
$3.17M 2.25%
+28,850
13
$2.99M 2.13%
16,902
+12,786
14
$2.99M 2.12%
+104,093
15
$2.83M 2.01%
+28,546
16
$2.81M 2%
+34,897
17
$2.58M 1.83%
10,578
+7,499
18
$2.5M 1.78%
20,231
+18,701
19
$2.36M 1.68%
22,072
+6,376
20
$2.26M 1.61%
+20,442
21
$2.15M 1.53%
+22,411
22
$2.14M 1.52%
+253,114
23
$2.06M 1.47%
+266,582
24
$2.03M 1.44%
40,745
+30,530
25
$2.01M 1.43%
16,277
+11,695
1
2 3 4 5