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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
101
$240K 0.16%
+526
102
$240K 0.16%
+2,516
103
$240K 0.16%
+375
104
$240K 0.16%
+975
105
$239K 0.16%
491
+37
106
$238K 0.16%
967
-1,326
107
$238K 0.16%
+716
108
$237K 0.16%
+1,526
109
$237K 0.16%
+11,154
110
$236K 0.16%
+1,567
111
$236K 0.16%
+730
112
$233K 0.16%
+2,778
113
$232K 0.15%
+559
114
$226K 0.15%
+759
115
$223K 0.15%
+459
116
$221K 0.15%
+3,053
117
$213K 0.14%
+2,825
118
$209K 0.14%
+850
119
$208K 0.14%
736
-40
120
$207K 0.14%
+1,239
121
$203K 0.14%
+2,538
122
$202K 0.13%
+803
123
$190K 0.13%
27,757
+10,697
124
$128K 0.09%
+12,131
125
$95K 0.06%
19,461
+6,166
2 3 4
5
6