We are live on
!
Find out more
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
$155M
AUM Growth
+$1.65M
(+1.1%)
Holding
167
Top Buys
| 1 | +$2.39M | |
| 2 | +$1.77M | |
| 3 | +$1.04M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$767K |
| 5 |
Duke Energy
DUK
|
+$476K |
Top Sells
| 1 | +$3.47M | |
| 2 | +$1.2M | |
| 3 | +$1.12M | |
| 4 |
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
|
+$964K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
N-able
NABL
$605M
| $49.6K | 0.03% |
+10,626
|
|
||
152
BlackBerry
BB
$5.39B
| $47.7K | 0.03% |
14,734
-3,029
|
|
||
153
Allot
ALLT
$361M
| – | – |
-12,357
|
|
||
154
Applovin
APP
$167B
| – | – |
-338
|
|
||
155
Check Point Software Technologies
CHKP
$12.9B
| – | – |
-1,374
|
|
||
156
Capital One
COF
$115B
| – | – |
-948
|
|
||
157
Coinbase
COIN
$42.1B
| – | – |
-1,217
|
|
||
158
Intuit
INTU
$75.7B
| – | – |
-375
|
|
||
159
3M
MMM
$82.6B
| – | – |
-1,417
|
|
||
160
Qualcomm
QCOM
$223B
| – | – |
-1,667
|
|
||
161
Roblox
RBLX
$31B
| – | – |
-3,041
|
|
||
162
Snowflake
SNOW
$80.7B
| – | – |
-932
|
|
||
163
S&P Global
SPGI
$124B
| – | – |
-511
|
|
||
164
TransDigm Group
TDG
$70.3B
| – | – |
-181
|
|
||
165
Uber
UBER
$140B
| – | – |
-3,267
|
|
||
166
Vanguard Growth ETF
VUG
$221B
| – | – |
-2,538
|
|
||
167
Zscaler
ZS
$20.9B
| – | – |
-1,048
|
|