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LWP

LeClair Wealth Partners Portfolio holdings

AUM $289M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$699K
3
+$515K
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$448K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$397K

Top Sells

1
+$596K
2
+$528K
3
+$507K
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$484K
5
AMZN icon
Amazon
AMZN
+$476K

Sector Composition

1 Technology 18.25%
2 Industrials 10.35%
3 Financials 7.63%
4 Consumer Discretionary 7%
5 Communication Services 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$460K 0.29%
1,634
-10
52
$448K 0.28%
4,155
53
$435K 0.27%
9,636
-40
54
$430K 0.27%
21,087
55
$427K 0.27%
2,777
-21
56
$418K 0.26%
1,481
+373
57
$391K 0.24%
2,127
-3
58
$367K 0.23%
1,488
59
$367K 0.23%
1,820
60
$358K 0.22%
630
-5
61
$358K 0.22%
4,743
62
$355K 0.22%
2,135
63
$344K 0.21%
2,040
-2,554
64
$340K 0.21%
1,582
-2,290
65
$337K 0.21%
11,931
66
$330K 0.21%
1,424
-1
67
$323K 0.2%
2,874
68
$322K 0.2%
932
-175
69
$320K 0.2%
4,672
70
$314K 0.2%
11,565
71
$308K 0.19%
5,979
-19
72
$284K 0.18%
1,314
73
$282K 0.18%
3,686
74
$282K 0.18%
7,200
75
$280K 0.17%
1,672
-6
1 2
3
4 5