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
$500M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.01M
3
+$8.78M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$4.11M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.56M

Top Sells

1
+$6.5M
2
+$4.03M
3
+$1.5M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.49M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.31M

Sector Composition

1 Financials 13.08%
2 Consumer Staples 10.61%
3 Technology 9.5%
4 Industrials 7.87%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 7.99%
494,698
+22,405
2
$21.3M 4.26%
123,654
+187
3
$20.9M 4.17%
155,129
+124,409
4
$19.1M 3.81%
864,403
5
$16M 3.21%
132,110
+74,225
6
$14M 2.8%
242,768
+48,261
7
$11M 2.19%
100,315
+21,547
8
$10.8M 2.15%
114,415
+24,800
9
$8.78M 1.76%
+191,952
10
$8.44M 1.69%
14,636
-151
11
$7.95M 1.59%
15,069
-601
12
$7.5M 1.5%
61,031
+100
13
$7.44M 1.49%
100,841
-5,017
14
$6.91M 1.38%
335,151
+199,208
15
$6.37M 1.27%
264,939
+69,842
16
$6.14M 1.23%
26,346
+453
17
$6.1M 1.22%
119,909
+59,716
18
$4.96M 0.99%
27,682
+19,895
19
$4.74M 0.95%
47,115
+278
20
$4.42M 0.88%
74,304
+36,806
21
$4.34M 0.87%
7,422
+3,475
22
$3.72M 0.74%
8,655
-313
23
$3.67M 0.73%
6,410
+3,027
24
$3.57M 0.71%
65,501
+31,709
25
$3.46M 0.69%
69,067
+33,450
1
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