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
51
$574K 0.36%
+21,030
52
$529K 0.33%
+20,907
53
$515K 0.32%
+2,050
54
$495K 0.31%
+4,941
55
$461K 0.29%
+1,284
56
$457K 0.28%
+9,162
57
$455K 0.28%
+9,174
58
$398K 0.25%
+16,824
59
$389K 0.24%
+2,397
60
$387K 0.24%
+7,472
61
$367K 0.23%
+1,215
62
$329K 0.2%
+14,400
63
$324K 0.2%
+1,827
64
$270K 0.17%
+15,165
65
$254K 0.16%
+700
66
$231K 0.14%
+1,416
67
$223K 0.14%
+3,083
68
$221K 0.14%
+1,725
69
$204K 0.13%
+708
70
$175K 0.11%
+12,908
71
$135K 0.08%
+13,480
72
$21K 0.01%
+70
1 2
3