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
51
$568K 0.38%
+970
52
$568K 0.38%
+7,666
53
$547K 0.36%
+9,663
54
$531K 0.35%
+9,348
55
$525K 0.35%
+3,513
56
$523K 0.35%
+1,488
57
$514K 0.34%
+666
58
$511K 0.34%
+10,600
59
$492K 0.33%
+22,487
60
$479K 0.32%
+1,444
61
$479K 0.32%
+11,565
62
$469K 0.31%
+2,795
63
$444K 0.3%
+3,183
64
$434K 0.29%
+7,200
65
$403K 0.27%
+2,151
66
$396K 0.26%
+444
67
$388K 0.26%
+4,299
68
$387K 0.26%
+1,821
69
$348K 0.23%
+2,532
70
$340K 0.23%
+4,743
71
$339K 0.23%
+643
72
$336K 0.22%
+2,188
73
$328K 0.22%
+4,155
74
$324K 0.22%
+700
75
$315K 0.21%
+1,374
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3
4