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LWP
LeClair Wealth Partners Portfolio holdings
AUM
$289M
1-Year Est. Return
19.98%
This Fund
S&P 500
1 Year Est. Return
+19.98%
AUM
$289M
AUM Growth
+$117M
(+68%)
Holding
204
Top Buys
| 1 | +$34M | |
| 2 | +$21.5M | |
| 3 | +$20.8M | |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$20.7M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$19.3M |
Top Sells
| 1 | +$17.7M | |
| 2 | +$10.9M | |
| 3 | +$10.6M | |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$9.13M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$7.17M |
Sector Composition
| 1 | Financials | 4.39% |
| 2 | Technology | 1.39% |
| 3 | Utilities | 1.1% |
| 4 | Healthcare | 0.66% |
| 5 | Industrials | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
| – | – |
-1,742
|
|
||
202
Exxon Mobil
XOM
$629B
| – | – |
-17,287
|
|
||
|
BSCY
203
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$546M
| – | – |
-113,099
|
|
||
|
BSCZ
204
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$260M
| – | – |
-112,532
|
|