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LWM

LeConte Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.77M
3
+$1.04M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$767K
5
DUK icon
Duke Energy
DUK
+$476K

Top Sells

1
+$3.47M
2
+$1.2M
3
+$1.12M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
+$964K
5
MSFT icon
Microsoft
MSFT
+$604K

Sector Composition

1 Technology 18.41%
2 Financials 4.62%
3 Consumer Discretionary 4.49%
4 Healthcare 4.37%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$859B
$1.27M 0.82%
4,310
-88
GOOG icon
27
Alphabet (Google) Class C
GOOG
$4.37T
$1.19M 0.77%
4,161
+131
JNJ icon
28
Johnson & Johnson
JNJ
$580B
$1.19M 0.77%
4,866
+104
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.1M 0.71%
2,303
+106
PLTR icon
30
Palantir
PLTR
$307B
$1.09M 0.7%
7,445
+194
VGIT icon
31
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$1.04M 0.67%
17,525
+525
SO icon
32
Southern Company
SO
$106B
$991K 0.64%
10,264
+4,908
CVX icon
33
Chevron
CVX
$373B
$876K 0.57%
4,233
+80
SUB icon
34
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$870K 0.56%
8,173
+213
NET icon
35
Cloudflare
NET
$81.1B
$841K 0.54%
4,078
+284
KO icon
36
Coca-Cola
KO
$355B
$826K 0.53%
10,865
+4,098
SMBK icon
37
SmartFinancial
SMBK
$777M
$794K 0.51%
20,322
LLY icon
38
Eli Lilly
LLY
$1.01T
$767K 0.5%
834
+41
PEP icon
39
PepsiCo
PEP
$197B
$756K 0.49%
4,868
+2,021
WMT icon
40
Walmart Inc
WMT
$963B
$704K 0.45%
5,661
+250
PM icon
41
Philip Morris
PM
$287B
$702K 0.45%
4,244
+1,486
ABT icon
42
Abbott
ABT
$154B
$643K 0.42%
6,263
+3,933
CRWD icon
43
CrowdStrike
CRWD
$174B
$640K 0.41%
1,640
+119
PANW icon
44
Palo Alto Networks
PANW
$228B
$635K 0.41%
3,962
-892
FTNT icon
45
Fortinet
FTNT
$107B
$616K 0.4%
7,539
+927
COST icon
46
Costco
COST
$436B
$590K 0.38%
592
+136
VRT icon
47
Vertiv
VRT
$116B
$533K 0.34%
2,128
+352
NFLX icon
48
Netflix
NFLX
$338B
$529K 0.34%
5,498
+866
AMAT icon
49
Applied Materials
AMAT
$450B
$528K 0.34%
1,546
+50
NEE icon
50
NextEra Energy
NEE
$179B
$524K 0.34%
5,647
+1,714
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