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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
$148M
AUM Growth
-$9.15M
(-5.8%)
Holding
105
Top Buys
| 1 | +$2.45M | |
| 2 | +$994K | |
| 3 | +$764K | |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$735K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$563K |
Top Sells
| 1 | +$9.9M | |
| 2 | +$7.32M | |
| 3 | +$6.94M | |
| 4 |
DBL
DoubleLine Opportunistic Credit Fund
DBL
|
+$4.67M |
| 5 |
Schwab International Dividend Equity ETF
SCHY
|
+$3.11M |
Sector Composition
| 1 | Technology | 13.56% |
| 2 | Financials | 3.89% |
| 3 | Communication Services | 2.93% |
| 4 | Consumer Discretionary | 2.73% |
| 5 | Healthcare | 1.45% |