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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
ETN icon
101
Eaton
ETN
$152B
$274K 0.18%
766
+108
IDXX icon
102
Idexx Laboratories
IDXX
$44.2B
$274K 0.18%
487
+37
TJX icon
103
TJX Companies
TJX
$186B
$272K 0.18%
1,703
+89
LEU icon
104
Centrus Energy
LEU
$3.2B
$271K 0.17%
+1,559
AMGN icon
105
Amgen
AMGN
$192B
$267K 0.17%
760
+52
GEV icon
106
GE Vernova
GEV
$253B
$267K 0.17%
+306
DIS icon
107
Walt Disney
DIS
$174B
$266K 0.17%
2,764
-12
YUM icon
108
Yum! Brands
YUM
$42.5B
$265K 0.17%
+1,703
MO icon
109
Altria Group
MO
$120B
$261K 0.17%
3,962
-354
VZ icon
110
Verizon
VZ
$201B
$259K 0.17%
5,161
-126
CMI icon
111
Cummins
CMI
$91B
$248K 0.16%
461
+5
PNC icon
112
PNC Financial Services
PNC
$95.4B
$245K 0.16%
1,176
+44
CVNA icon
113
Carvana
CVNA
$45.9B
$243K 0.16%
3,865
+970
OKLO
114
Oklo
OKLO
$10B
$243K 0.16%
+4,895
LIN icon
115
Linde
LIN
$242B
$240K 0.16%
+485
AEP icon
116
American Electric Power
AEP
$70.3B
$239K 0.15%
1,823
+19
CRM icon
117
Salesforce
CRM
$136B
$239K 0.15%
1,279
+445
LDOS icon
118
Leidos
LDOS
$15.4B
$237K 0.15%
1,526
-229
LOW icon
119
Lowe's Companies
LOW
$124B
$235K 0.15%
993
+41
XYZ
120
Block Inc
XYZ
$41.4B
$235K 0.15%
3,898
+415
MRVL icon
121
Marvell Technology
MRVL
$245B
$235K 0.15%
+2,368
CCJ icon
122
Cameco
CCJ
$44B
$232K 0.15%
+2,138
ALNY icon
123
Alnylam Pharmaceuticals
ALNY
$37.8B
$230K 0.15%
695
+91
AKAM icon
124
Akamai
AKAM
$19.4B
$230K 0.15%
+2,001
PH icon
125
Parker-Hannifin
PH
$114B
$228K 0.15%
255
3 4
5
6 7