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
76
$306K 0.2%
+1,108
77
$293K 0.2%
+10,783
78
$292K 0.19%
+1,281
79
$277K 0.18%
+4,672
80
$274K 0.18%
+1,642
81
$272K 0.18%
+11,931
82
$269K 0.18%
+6,119
83
$266K 0.18%
+5,032
84
$265K 0.18%
+2,874
85
$264K 0.18%
+3,011
86
$253K 0.17%
+1,421
87
$244K 0.16%
+3,686
88
$228K 0.15%
+2,003
89
$228K 0.15%
+1,286
90
$224K 0.15%
+431
91
$223K 0.15%
+533
92
$209K 0.14%
+470
93
$207K 0.14%
+3,327
94
$207K 0.14%
+425
95
$206K 0.14%
+860
96
$205K 0.14%
+1,147
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