LWM

Ledge Wealth Management Portfolio holdings

AUM $257M
1-Year Est. Return 13.95%
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.2M
3
+$10.5M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$9.15M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$9.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.36%
2 Industrials 6.18%
3 Healthcare 4.36%
4 Financials 3.8%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.17%
+13,420
27
$1.83M 1.14%
+18,109
28
$1.79M 1.12%
+70,938
29
$1.75M 1.09%
+4,209
30
$1.67M 1.04%
+6,906
31
$1.54M 0.96%
+11,598
32
$1.53M 0.95%
+11,139
33
$1.5M 0.93%
+30,302
34
$1.49M 0.93%
+16,914
35
$1.48M 0.92%
+11,413
36
$1.44M 0.9%
+7,416
37
$1.36M 0.85%
+18,837
38
$1.3M 0.81%
+5,865
39
$1.29M 0.8%
+6,286
40
$1.18M 0.73%
+40,857
41
$1.09M 0.68%
+3,649
42
$1.09M 0.68%
+27,185
43
$1.02M 0.64%
+4,611
44
$968K 0.6%
+15,606
45
$790K 0.49%
+5,680
46
$781K 0.49%
+4,323
47
$759K 0.47%
+13,610
48
$622K 0.39%
+2,730
49
$613K 0.38%
+5,300
50
$595K 0.37%
+8,876
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