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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
1
$23.7M 15.85%
125,107
-18,747
2
$10.3M 6.87%
132,437
+56,441
3
$8.67M 5.79%
86,496
+26,749
4
$8.52M 5.69%
83,818
-12,010
5
$8.1M 5.41%
124,167
-15,419
6
$6.55M 4.37%
234,285
-60,317
7
$6.3M 4.21%
718,904
+18,736
8
$4.6M 3.07%
24,656
+3,773
9
$4.46M 2.98%
8,614
+1,162
10
$4.21M 2.81%
74,061
+62,956
11
$4.08M 2.72%
16,015
+3,861
12
$4.07M 2.71%
53,486
-18,183
13
$2.42M 1.61%
63,969
+20,993
14
$2.23M 1.49%
6,769
+1,005
15
$1.99M 1.33%
9,061
+1,475
16
$1.61M 1.07%
2,191
+367
17
$1.42M 0.95%
16,838
+528
18
$1.35M 0.9%
5,557
+418
19
$1.32M 0.88%
2,966
+31
20
$1.25M 0.84%
3,971
+781
21
$1.24M 0.83%
11,616
+4,208
22
$1.2M 0.8%
20,064
-11,062
23
$1.18M 0.79%
6,493
-180
24
$1.08M 0.72%
2,139
+583
25
$990K 0.66%
14,467
+4,177
1
2 3 4 5