LWM
Ledge Wealth Management Portfolio holdings
AUM
$257M
This Quarter Return
+3.74%
1 Year Return
+13.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(-0.78%)
Cap. Flow
-$8.58M
Cap. Flow
% of AUM
-4.1%
Top 10 Holdings %
Top 10 Hldgs %
58.53%
Holding
70
New
3
Increased
13
Reduced
42
Closed
8
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$3.53M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$439K |
| 3 |
American Century Multisector Income ETF
MUSI
|
$290K |
| 4 |
Allete
ALE
|
$214K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$204K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.7M |
| 2 |
Apple
AAPL
|
$954K |
| 3 |
Microsoft
MSFT
|
$885K |
| 4 |
JPMorgan Chase
JPM
|
$693K |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
$637K |
Sector Composition
| 1 | Technology | 5.38% |
| 2 | Industrials | 5.04% |
| 3 | Healthcare | 3.55% |
| 4 | Financials | 3% |
| 5 | Consumer Staples | 2.53% |
