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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
126
$91.6K 0.06%
+10,718
127
$61.9K 0.04%
+15,873
128
– –
-1,962
129
– –
-1,248
130
– –
-5,745
131
– –
-636,937
132
– –
-520,722
133
– –
-237,396
134
– –
-12,786
135
– –
-12,641
136
– –
-1,324
137
– –
-2,333
138
– –
-267
139
– –
-27,515
140
– –
-1,235
2 3 4 5
6