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
$163M
AUM Growth
+$1.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.34M
3
+$5.26M
4
IXC icon
iShares Global Energy ETF
IXC
+$1.59M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.3M

Top Sells

1
+$6.65M
2
+$1.49M
3
+$1.36M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.21M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.18M

Sector Composition

1 Technology 7.18%
2 Industrials 6.37%
3 Healthcare 4.08%
4 Financials 3.82%
5 Consumer Staples 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.22%
14,014
+2,601
27
$1.93M 1.19%
15,430
+966
28
$1.83M 1.13%
7,534
+628
29
$1.74M 1.07%
13,302
+1,704
30
$1.72M 1.06%
12,199
+2,610
31
$1.7M 1.05%
15,580
+2,160
32
$1.7M 1.04%
3,303
-699
33
$1.64M 1.01%
17,378
+6,239
34
$1.59M 0.98%
+46,908
35
$1.57M 0.96%
9,014
+1,598
36
$1.52M 0.93%
5,065
+856
37
$1.49M 0.91%
7,684
+1,398
38
$1.41M 0.86%
37,555
+7,253
39
$1.34M 0.83%
92,608
-21,740
40
$1.34M 0.83%
6,817
+952
41
$1.26M 0.77%
20,008
+4,402
42
$1.21M 0.74%
4,416
+767
43
$1.03M 0.64%
6,415
+1,804
44
$953K 0.59%
11,380
-8,446
45
$900K 0.55%
8,260
+2,580
46
$688K 0.42%
4,084
-239
47
$580K 0.36%
13,610
48
$509K 0.31%
8,210
-666
49
$492K 0.3%
9,935
+773
50
$474K 0.29%
1,855
-195
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