LWM
Lakeridge Wealth Management Portfolio holdings
AUM
$225M
1-Year Est. Return
14.82%
1 Year Est. Return
+14.82%
AUM
$225M
AUM Growth
+$7.52M
(+3.5%)
Holding
160
Top Buys
| 1 | +$3.41M | |
| 2 | +$1.31M | |
| 3 | +$597K | |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$446K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$232K |
Top Sells
| 1 | +$5.38M | |
| 2 | +$1.7M | |
| 3 | +$909K | |
| 4 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
+$844K |
| 5 |
Microsoft
MSFT
|
+$554K |
Sector Composition
| 1 | Technology | 11.17% |
| 2 | Materials | 5.78% |
| 3 | Financials | 3.52% |
| 4 | Healthcare | 2.5% |
| 5 | Consumer Discretionary | 2.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Opendoor
OPEN
$5.31B
| $82.4K | 0.04% |
+10,335
|
|
||
|
ADAP
152
Adaptimmune Therapeutics
ADAP
$53M
| $14.4K | 0.01% |
+110,400
|
|
||
153
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-5,139
|
|
||
154
Invesco S&P 500 Low Volatility ETF
SPLV
$7.82B
| – | – |
-7,538
|
|
||
155
Rocket Lab Corp
RKLB
$32.1B
| – | – |
-10,000
|
|
||
156
Oneok
OKE
$42.9B
| – | – |
-2,942
|
|
||
157
CMS Energy
CMS
$22.4B
| – | – |
-2,930
|
|
||
158
Blackstone
BX
$122B
| – | – |
-1,479
|
|
||
159
Applovin
APP
$203B
| – | – |
-1,000
|
|