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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
$150M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.51M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$872K
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$787K

Top Sells

1
+$9.8M
2
+$8.12M
3
+$3.49M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$2.91M
5
SCHY icon
Schwab International Dividend Equity ETF
SCHY
+$1.68M

Sector Composition

1 Technology 18.83%
2 Financials 5.13%
3 Consumer Discretionary 3.92%
4 Communication Services 3.78%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$437K 0.29%
8,917
+1,933
52
$433K 0.29%
762
+90
53
$426K 0.28%
1,420
+396
54
$423K 0.28%
457
+72
55
$409K 0.27%
1,346
+303
56
$400K 0.27%
1,850
+900
57
$396K 0.26%
1,606
+160
58
$386K 0.26%
1,421
+336
59
$385K 0.26%
483
-9
60
$381K 0.25%
1,177
+393
61
$381K 0.25%
2,747
+756
62
$377K 0.25%
1,336
-374
63
$374K 0.25%
1,243
+184
64
$367K 0.25%
2,196
+554
65
$348K 0.23%
12,325
-8,473
66
$346K 0.23%
4,123
+795
67
$345K 0.23%
2,458
+633
68
$344K 0.23%
295
+62
69
$342K 0.23%
1,225
+389
70
$332K 0.22%
1,009
+244
71
$327K 0.22%
20,106
+4,183
72
$326K 0.22%
684
+104
73
$320K 0.21%
948
+97
74
$318K 0.21%
+696
75
$308K 0.21%
+1,632
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3
4 5