LWP

LeClair Wealth Partners Portfolio holdings

AUM $147M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.2M
3
+$11.9M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$9.78M
5
MSFT icon
Microsoft
MSFT
+$5.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.77%
2 Consumer Discretionary 9.98%
3 Financials 8.63%
4 Industrials 7.97%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.9%
+34,785
27
$1.34M 0.89%
+2,650
28
$1.29M 0.86%
+2,030
29
$1.26M 0.84%
+3,418
30
$1.21M 0.81%
+2,071
31
$1.12M 0.75%
+9,285
32
$1.07M 0.72%
+28,492
33
$942K 0.63%
+95,110
34
$917K 0.61%
+2,271
35
$892K 0.59%
+4,627
36
$886K 0.59%
+2,650
37
$855K 0.57%
+6,902
38
$855K 0.57%
+2,380
39
$845K 0.56%
+5,674
40
$845K 0.56%
+9,622
41
$839K 0.56%
+4,403
42
$822K 0.55%
+1,650
43
$806K 0.54%
+18,461
44
$768K 0.51%
+5,342
45
$737K 0.49%
+3,170
46
$722K 0.48%
+788
47
$656K 0.44%
+3,154
48
$626K 0.42%
+4,750
49
$607K 0.41%
+3,091
50
$572K 0.38%
+3,318
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