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
76
-12,908