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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
101
$205K 0.13%
+1,104
102
$148K 0.09%
100,000
-26
103
$111K 0.07%
40,435
-64,785
104
$87.3K 0.05%
25,010
-12,198
105
$28.8K 0.02%
18,122
106
– –
-2,847
107
– –
-626
108
– –
-682
109
– –
-286
110
– –
-2,727
1 2 3 4
5