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
$404M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.86M
3
+$1.64M
4
WMT icon
Walmart
WMT
+$1.39M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M

Top Sells

1
+$16.4M
2
+$15.1M
3
+$9.71M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.59M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.22M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.32%
3 Technology 8.29%
4 Industrials 8.1%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.1M 11.41%
510,079
+15,381
2
$20.4M 5.04%
119,333
-4,321
3
$16.9M 4.17%
78,678
-76,451
4
$11M 2.71%
192,074
-50,694
5
$8.68M 2.15%
80,538
-19,777
6
$8.66M 2.14%
93,525
-20,890
7
$8.2M 2.03%
13,931
-705
8
$8.03M 1.99%
59,798
-72,312
9
$7.87M 1.95%
14,611
-458
10
$7.39M 1.83%
60,281
-750
11
$6.84M 1.69%
146,930
-45,022
12
$6.55M 1.62%
98,883
-1,958
13
$5.97M 1.48%
23,856
-2,490
14
$5.34M 1.32%
226,025
-638,378
15
$4.69M 1.16%
46,714
-401
16
$4.45M 1.1%
197,365
-67,574
17
$3.93M 0.97%
17,892
-309
18
$3.8M 0.94%
9,009
+354
19
$3.37M 0.84%
171,555
-163,596
20
$3.13M 0.77%
61,633
-58,276
21
$2.75M 0.68%
61,793
-43
22
$2.7M 0.67%
26,804
+33
23
$2.66M 0.66%
52,254
+255
24
$2.24M 0.56%
3,832
-2,578
25
$2.14M 0.53%
37,154
-37,150
1
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