LWP
LeClair Wealth Partners Portfolio holdings
AUM
$160M
1-Year Est. Return
16.64%
1 Year Est. Return
+16.64%
AUM
$160M
AUM Growth
+$13.2M
(+9%)
Holding
110
Top Buys
| 1 | +$7.91M | |
| 2 | +$716K | |
| 3 | +$520K | |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$465K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$398K |
Top Sells
| 1 | +$596K | |
| 2 | +$589K | |
| 3 | +$522K | |
| 4 |
TJX Companies
TJX
|
+$505K |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$496K |
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 | |
|---|---|---|---|---|---|---|
101
Johnson & Johnson
JNJ
$487B
| $205K | 0.13% |
+1,104
|
|
||
102
Outdoor Holding Co
POWW
$226M
| $148K | 0.09% |
100,000
-26
|
|
||
103
Prospect Capital
PSEC
$1.26B
| $111K | 0.07% |
40,435
-64,785
|
|
||
104
5E Advanced Materials
FEAM
$88.2M
| $87.3K | 0.05% |
25,010
-12,198
|
|
||
105
Oxford Square Capital
OXSQ
$149M
| $28.8K | 0.02% |
18,122
|
|
||
106
Cigna
CI
$70.9B
| – | – |
-626
|
|
||
107
IBM
IBM
$288B
| – | – |
-682
|
|
||
108
Intuit
INTU
$187B
| – | – |
-286
|
|
||
109
IQVIA
IQV
$38.5B
| – | – |
-2,847
|
|
||
110
NXP Semiconductors
NXPI
$57.4B
| – | – |
-2,727
|
|