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
$211M
AUM Growth
-$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$8.94M
2 +$6.25M
3 +$2.98M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.34M

Top Sells

1 +$13.4M
2 +$8.77M
3 +$6.7M
4
HON icon
Honeywell
HON
+$1.51M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.42M

Sector Composition

1 Technology 5.68%
2 Industrials 5.26%
3 Healthcare 3.85%
4 Financials 3.26%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-283,711