LWM
Ledge Wealth Management Portfolio holdings
AUM
$257M
1-Year Est. Return
13.95%
1 Year Est. Return
+13.95%
AUM
$223M
AUM Growth
+$13.5M
(+6.5%)
Holding
63
Top Buys
| 1 | +$9.61M | |
| 2 | +$2.5M | |
| 3 | +$2.2M | |
| 4 |
Visa
V
|
+$1.1M |
| 5 |
Vanguard Value ETF
VTV
|
+$852K |
Top Sells
| 1 | +$1.2M | |
| 2 | +$817K | |
| 3 | +$452K | |
| 4 |
ALE
Allete
ALE
|
+$214K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$204K |
Sector Composition
| 1 | Industrials | 5.03% |
| 2 | Technology | 4.99% |
| 3 | Healthcare | 3.74% |
| 4 | Financials | 3.54% |
| 5 | Consumer Staples | 2.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Johnson & Johnson
JNJ
$527B
| $305K | 0.14% |
1,958
+65
|
|
||
52
iShares Silver Trust
SLV
$46.7B
| $293K | 0.13% |
14,400
|
|
||
53
iShares Core S&P Total US Stock Market ETF
ITOT
$82.1B
| $262K | 0.12% |
2,783
-136
|
|
||
54
AbbVie
ABBV
$379B
| $246K | 0.11% |
1,651
-279
|
|
||
55
Target
TGT
$50.4B
| $246K | 0.11% |
2,223
-10,841
|
|
||
56
Schwab US Broad Market ETF
SCHB
$38.9B
| $245K | 0.11% |
14,736
|
|
||
57
Invesco QQQ Trust
QQQ
$409B
| $230K | 0.1% |
642
|
|
||
58
Tesla
TSLA
$1.46T
| $226K | 0.1% |
904
+99
|
|
||
59
Schwab US Mid-Cap ETF
SCHM
$13.1B
| $222K | 0.1% |
9,825
+30
|
|
||
60
Aqua Metals
AQMS
$18.3M
| $15.8K | 0.01% |
70
|
|
||
|
ALE
61
DELISTED
Allete
ALE
| – | – |
-3,684
|
|
||
62
Vanguard FTSE Developed Markets ETF
VEA
$202B
| – | – |
-4,370
|
|
||
|
63
Vanguard Dividend Appreciation ETF
VIG
$105B
| – | – |
-1,259
|
|