LWP
LeClair Wealth Partners Portfolio holdings
AUM
$147M
1 Year Est. Return
–
AUM
$139M
AUM Growth
-$11.2M
(-7.5%)
Holding
103
Top Buys
| 1 | +$8.27M | |
| 2 | +$4.22M | |
| 3 | +$1.61M | |
| 4 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$1.25M |
| 5 |
MidCap Financial Investment
MFIC
|
+$526K |
Top Sells
| 1 | +$12.2M | |
| 2 | +$3.36M | |
| 3 | +$2.41M | |
| 4 |
Bath & Body Works
BBWI
|
+$1.35M |
| 5 |
UnitedHealth
UNH
|
+$735K |
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
FT Vest US Equity Buffer ETF March
FMAR
$893M
| – | – |
-55,609
|
|
||
102
FT Vest US Equity Buffer ETF October
FOCT
$991M
| – | – |
-285,025
|
|
||
103
Lockheed Martin
LMT
$113B
| – | – |
-425
|
|