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LWM
Lakeridge Wealth Management Portfolio holdings
AUM
$272M
1-Year Est. Return
22.77%
This Fund
S&P 500
This Quarter
Est. Return
+12.33%
1 Year Est. Return
+22.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$272M
AUM Growth
+$39.9M
(+17%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
6.88%
Top 10 Holdings %
Top 10 Hldgs %
41.25%
Holding
192
New
23
Increased
85
Reduced
57
Closed
4
Top Buys
| 1 |
Fidelity Enhanced Large Cap Core ETF
FELC
|
+$19.2M |
| 2 |
WCMI
First Trust WCM International Equity ETF
WCMI
|
+$5.2M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$3.54M |
| 4 |
Avantis US Equity ETF
AVUS
|
+$3.47M |
| 5 |
NVIDIA
NVDA
|
+$1.73M |
Top Sells
| 1 |
Fidelity High Dividend ETF
FDVV
|
+$8.99M |
| 2 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$3.89M |
| 3 |
iShares US Technology ETF
IYW
|
+$2.68M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.58M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.49M |
Sector Composition
| 1 | Technology | 11.72% |
| 2 | Materials | 4.79% |
| 3 | Financials | 3.94% |
| 4 | Industrials | 3.11% |
| 5 | Healthcare | 2.86% |
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