LWM
Lakeridge Wealth Management Portfolio holdings
AUM
$225M
1-Year Est. Return
14.82%
1 Year Est. Return
+14.82%
AUM
$217M
AUM Growth
+$17.5M
(+8.8%)
Holding
158
Top Buys
| 1 | +$3.97M | |
| 2 | +$2.99M | |
| 3 | +$943K | |
| 4 |
HCA Healthcare
HCA
|
+$899K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$883K |
Top Sells
| 1 | +$1.39M | |
| 2 | +$759K | |
| 3 | +$575K | |
| 4 |
NVIDIA
NVDA
|
+$541K |
| 5 |
iShares Core Conservative Allocation ETF
AOK
|
+$530K |
Sector Composition
| 1 | Technology | 11.32% |
| 2 | Materials | 5.94% |
| 3 | Financials | 3.48% |
| 4 | Consumer Staples | 2.51% |
| 5 | Healthcare | 2.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
UnitedHealth
UNH
$323B
| – | – |
-420
|
|
||
152
BlackRock TCP Capital
TCPC
$475M
| – | – |
-13,024
|
|
||
153
iShares Russell 1000 Growth ETF
IWF
$122B
| – | – |
-1,298
|
|
||
154
Renaissance IPO ETF
IPO
$173M
| – | – |
-7,950
|
|
||
155
Frontier Communications
FYBR
$9.39B
| – | – |
-8,500
|
|
||
|
156
iShares Core Conservative Allocation ETF
AOK
$659M
| – | – |
-14,084
|
|
||
157
iShares Core US Aggregate Bond ETF
AGG
$133B
| – | – |
-2,679
|
|