Legacy Capital Wealth Partners

Legacy Capital Wealth Partners as of June 30, 2021

Portfolio Holdings for Legacy Capital Wealth Partners

Legacy Capital Wealth Partners holds 24 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Trust Value Line Dividend ETF Etf (FVD) 10.2 $19M 476k 39.77
FT Cboe Vest US Equity Buffer June Etf (FJUN) 9.5 $18M 491k 36.10
iShares Core MSCI EAFE Etf (IEFA) 8.1 $15M 201k 74.86
WisdomTree Emg Mkts ex-State Owned Etf (XSOE) 7.6 $14M 336k 42.07
Vanguard Mid Cap Index ETF Etf (VO) 7.3 $14M 58k 237.34
FT NASDAQ Rising Dividend Achievers Etf (RDVY) 7.2 $13M 278k 48.04
WisdomTree China ex-State-Owned Entpr Etf (CXSE) 6.7 $12M 184k 67.39
Invesco S&P 500 Revenue Etf (RWL) 5.8 $11M 145k 73.71
First Trust Hrzn Mgd Vol Dev Intl Etf (HDMV) 5.7 $11M 335k 31.51
Invesco Buyback Achievers Etf Etf (PKW) 5.5 $10M 112k 90.25
First Trust Multi-Manager Large Growth Etf (MMLG) 5.2 $9.7M 367k 26.51
iShares Core S&P Small-Cap Etf (IJR) 5.2 $9.6M 85k 112.97
First Trust TCW Opportunistic Fxd Etf (FIXD) 4.3 $7.9M 148k 53.63
Invesco Glb ST High-Yield Bond Etf (PGHY) 3.1 $5.7M 258k 22.08
First Trust Senior Loan Etf (FTSL) 3.0 $5.6M 116k 48.01
First Trust Low Duration Opps ETF Etf (LMBS) 2.2 $4.0M 79k 50.90
Vanguard Total Intl Bond Index Etf (BNDX) 1.9 $3.6M 62k 57.10
First Trust Intl Equity Opps Etf (FPXI) 0.5 $843k 12k 68.41
iShares MSCI Global Min Vol Factor Etf (ACWV) 0.4 $659k 6.4k 102.89
Janus Henderson Short Duration Inc ETF Etf (VNLA) 0.2 $368k 7.3k 50.23
JPMorgan Ultra-Short Income Etf (JPST) 0.2 $368k 7.3k 50.67
First Trust US Equity Opportunities Etf (FPX) 0.1 $242k 1.9k 127.57
Apple Stock (AAPL) 0.1 $223k 1.6k 136.98
Amazon.com Stock (AMZN) 0.1 $220k 64.00 3437.50