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LWM
LeConte Wealth Management Portfolio holdings
AUM
$155M
1-Year Est. Return
18.37%
This Fund
S&P 500
1 Year Est. Return
+18.37%
AUM
$155M
AUM Growth
+$1.65M
(+1.1%)
Holding
167
Top Buys
| 1 | +$2.39M | |
| 2 | +$1.77M | |
| 3 | +$1.04M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$767K |
| 5 |
Duke Energy
DUK
|
+$476K |
Top Sells
| 1 | +$3.47M | |
| 2 | +$1.2M | |
| 3 | +$1.12M | |
| 4 |
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
|
+$964K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
IBM
IBM
$256B
| $355K | 0.23% |
1,463
+96
|
|
||
77
Wells Fargo
WFC
$256B
| $348K | 0.23% |
4,377
-94
|
|
||
78
UnitedHealth
UNH
$371B
| $346K | 0.22% |
1,280
-127
|
|
||
79
BWX Technologies
BWXT
$17.7B
| $345K | 0.22% |
+1,685
|
|
||
80
Vistra
VST
$49.9B
| $341K | 0.22% |
2,270
+829
|
|
||
81
Morgan Stanley
MS
$338B
| $338K | 0.22% |
2,054
+58
|
|
||
82
Lam Research
LRCX
$459B
| $332K | 0.21% |
1,556
+49
|
|
||
83
Infosys
INFY
$47.5B
| $330K | 0.21% |
24,419
+2,353
|
|
||
84
Gilead Sciences
GILD
$156B
| $327K | 0.21% |
2,347
+107
|
|
||
85
Motorola Solutions
MSI
$68.4B
| $323K | 0.21% |
+744
|
|
||
86
Mastercard
MA
$433B
| $321K | 0.21% |
643
-117
|
|
||
87
Ross Stores
ROST
$77B
| $321K | 0.21% |
1,483
+91
|
|
||
88
Texas Instruments
TXN
$274B
| $320K | 0.21% |
1,649
+12
|
|
||
89
Robinhood
HOOD
$83.9B
| $319K | 0.21% |
4,597
-731
|
|
||
90
Cheniere Energy
LNG
$50.6B
| $316K | 0.2% |
+1,115
|
|
||
91
Emerson Electric
EMR
$80.1B
| $304K | 0.2% |
2,319
-17
|
|
||
92
Analog Devices
ADI
$204B
| $297K | 0.19% |
934
+52
|
|
||
93
AT&T
T
$164B
| $295K | 0.19% |
10,187
+762
|
|
||
94
Pfizer
PFE
$149B
| $291K | 0.19% |
10,349
+2,168
|
|
||
95
Citigroup
C
$238B
| $287K | 0.19% |
2,533
+31
|
|
||
96
Lightbridge
LTBR
$309M
| $287K | 0.19% |
26,933
+14,711
|
|
||
97
Celestica
CLS
$45.2B
| $286K | 0.18% |
1,015
+14
|
|
||
98
Blackrock
BLK
$160B
| $286K | 0.18% |
297
-3
|
|
||
99
Johnson Controls International
JCI
$88.4B
| $276K | 0.18% |
2,110
+75
|
|
||
100
F5
FFIV
$22.4B
| $274K | 0.18% |
+947
|
|