LWM
Lakeridge Wealth Management Portfolio holdings
AUM
$217M
This Quarter Return
+0.27%
1 Year Return
+16.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+6.4%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
7.27%
Top 10 Holdings %
Top 10 Hldgs %
45.89%
Holding
160
New
7
Increased
86
Reduced
27
Closed
8
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$3.62M |
| 2 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$1.75M |
| 3 |
Avantis US Equity ETF
AVUS
|
$1.55M |
| 4 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
$1.26M |
| 5 |
Avantis International Equity ETF
AVDE
|
$1.14M |
Top Sells
Sector Composition
| 1 | Technology | 12.35% |
| 2 | Materials | 6.54% |
| 3 | Financials | 3.37% |
| 4 | Consumer Discretionary | 3% |
| 5 | Consumer Staples | 2.59% |
