LWM

Lakeridge Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.56%
2 Materials 8.7%
3 Healthcare 3.82%
4 Consumer Discretionary 3.69%
5 Financials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$200K 0.14%
+428
127
$181K 0.13%
+14,880
128
$156K 0.11%
+12,805
129
$131K 0.1%
+33,972