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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
76
$271K 0.17%
901
+1
77
$270K 0.17%
3,002
-5
78
$267K 0.17%
1,348
79
$266K 0.17%
1,956
80
$264K 0.16%
+1,448
81
$259K 0.16%
1,094
-8
82
$254K 0.16%
521
-797
83
$248K 0.15%
1,782
-695
84
$245K 0.15%
3,156
-6,085
85
$242K 0.15%
1,497
86
$241K 0.15%
9,801
-896
87
$241K 0.15%
10,600
88
$240K 0.15%
688
89
$232K 0.14%
488
-1
90
$222K 0.14%
938
-1,420
91
$222K 0.14%
5,032
92
$216K 0.13%
+2,870
93
$216K 0.13%
3,309
-12
94
$212K 0.13%
+445
95
$212K 0.13%
859
-31
96
$212K 0.13%
+424
97
$209K 0.13%
+262
98
$206K 0.13%
+177
99
$206K 0.13%
+191
100
$206K 0.13%
+2,206
1 2 3
4
5