LWM
Lakeridge Wealth Management Portfolio holdings
AUM
$217M
This Quarter Return
+8.94%
1 Year Return
+16.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+12%)
Cap. Flow
+$6.42M
Cap. Flow
% of AUM
4.16%
Top 10 Holdings %
Top 10 Hldgs %
46.61%
Holding
140
New
10
Increased
57
Reduced
46
Closed
5
Top Buys
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
$411K |
| 2 |
Bank of America
BAC
|
$309K |
| 3 |
Allstate
ALL
|
$287K |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
$272K |
| 5 |
NVIDIA
NVDA
|
$241K |
Sector Composition
| 1 | Technology | 12.7% |
| 2 | Materials | 8.67% |
| 3 | Healthcare | 3.7% |
| 4 | Financials | 3.35% |
| 5 | Consumer Staples | 3.29% |
