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
$393M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$20.7M
3
+$19.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.5M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$10.6M

Top Sells

1
+$7.08M
2
+$6.96M
3
+$6.22M
4
DUK icon
Duke Energy
DUK
+$4.82M
5
AEP icon
American Electric Power
AEP
+$4.42M

Sector Composition

1 Financials 12.86%
2 Consumer Staples 10.72%
3 Technology 8.82%
4 Consumer Discretionary 8.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32M 8.15%
472,293
+469,880
2
$20.7M 5.26%
+864,403
3
$19.8M 5.03%
+123,467
4
$16.7M 4.26%
30,720
+30,234
5
$10.6M 2.71%
+194,507
6
$8.3M 2.11%
+89,615
7
$8.18M 2.08%
+78,768
8
$8.11M 2.07%
+33,492
9
$8.09M 2.06%
+14,787
10
$7.84M 2%
+15,670
11
$7.69M 1.96%
+105,858
12
$7.67M 1.95%
+60,931
13
$7.29M 1.86%
+57,885
14
$6.5M 1.65%
+156,369
15
$5.45M 1.39%
25,893
+16,971
16
$4.71M 1.2%
+46,837
17
$4.52M 1.15%
+195,097
18
$4.37M 1.11%
+47,618
19
$4.03M 1.03%
+298,274
20
$4.01M 1.02%
8,968
+7,058
21
$3.57M 0.91%
+69,863
22
$3.48M 0.89%
17,984
-4,088
23
$3.13M 0.8%
+135,943
24
$3.06M 0.78%
+60,193
25
$2.7M 0.69%
+26,734
1
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