LWP
LeClair Wealth Partners Portfolio holdings
AUM
$160M
1-Year Est. Return
16.64%
1 Year Est. Return
+16.64%
AUM
$147M
AUM Growth
+$8.53M
(+6.1%)
Holding
104
Top Buys
| 1 | +$2.65M | |
| 2 | +$307K | |
| 3 | +$232K | |
| 4 |
Rockwell Automation
ROK
|
+$229K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$226K |
Top Sells
| 1 | +$1.17M | |
| 2 | +$713K | |
| 3 | +$515K | |
| 4 |
First Trust Materials AlphaDEX Fund
FXZ
|
+$480K |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$470K |
Sector Composition
| 1 | Technology | 17.9% |
| 2 | Industrials | 11.63% |
| 3 | Financials | 9.42% |
| 4 | Consumer Discretionary | 7.69% |
| 5 | Communication Services | 4.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Targa Resources
TRGP
$36.4B
| – | – |
-1,144
|
|
||
102
Thermo Fisher Scientific
TMO
$218B
| – | – |
-410
|
|
||
103
SPDR S&P 500 ETF Trust
SPY
$667B
| – | – |
-920
|
|
||
|
104
First Trust Materials AlphaDEX Fund
FXZ
$214M
| – | – |
-8,657
|
|