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
51
$463K 0.28%
4,670
-271
52
$437K 0.27%
6,262
+962
53
$411K 0.25%
+8,208
54
$392K 0.24%
7,472
55
$392K 0.24%
2,080
-650
56
$367K 0.23%
2,397
57
$344K 0.21%
22,700
+1,670
58
$325K 0.2%
1,828
+1
59
$303K 0.19%
6,152
-3,022
60
$302K 0.19%
1,344
+60
61
$268K 0.16%
14,400
62
$225K 0.14%
1,010
+302
63
$223K 0.14%
15,165
64
$211K 0.13%
2,983
-100
65
$210K 0.13%
10,059
-10,848
66
$205K 0.13%
1,416
67
$203K 0.12%
1,725
68
$202K 0.12%
+2,678
69
$11K 0.01%
70
70
– –
-18,837
71
– –
-1,215
72
– –
-13,480
73
– –
-700
74
– –
-16,824
75
– –
-16,914
1 2
3
4