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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
76
$305K 0.2%
2,665
-320
77
$299K 0.2%
+2,681
78
$294K 0.2%
2,198
+688
79
$293K 0.2%
1,841
+66
80
$287K 0.19%
1,560
+339
81
$286K 0.19%
+4,322
82
$284K 0.19%
1,447
+116
83
$274K 0.18%
4,134
+673
84
$272K 0.18%
1,330
+175
85
$265K 0.18%
+549
86
$262K 0.17%
1,265
+169
87
$261K 0.17%
1,611
+122
88
$261K 0.17%
+2,659
89
$260K 0.17%
+5,924
90
$260K 0.17%
+1,295
91
$258K 0.17%
1,318
+229
92
$256K 0.17%
+1,437
93
$256K 0.17%
1,949
+27
94
$253K 0.17%
+2,275
95
$252K 0.17%
+1,515
96
$246K 0.16%
838
-4,163
97
$245K 0.16%
+3,242
98
$245K 0.16%
+515
99
$244K 0.16%
2,408
-149
100
$244K 0.16%
+891
2 3
4
5 6