LWP

LeClair Wealth Partners Portfolio holdings

AUM $172M
1-Year Est. Return 17.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$4.23M
3
+$1.73M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.24M
5
MFIC icon
MidCap Financial Investment
MFIC
+$556K

Top Sells

1
+$12.2M
2
+$3.49M
3
+$2.41M
4
BBWI icon
Bath & Body Works
BBWI
+$1.35M
5
UNH icon
UnitedHealth
UNH
+$718K

Sector Composition

1 Technology 16.49%
2 Industrials 10.35%
3 Financials 10.21%
4 Consumer Discretionary 7.67%
5 Healthcare 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-285,025
102
– –
-3,327
103
– –
-425
1 2 3 4
5