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
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.2M
3
+$10.5M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$9.15M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$9.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.36%
2 Industrials 6.18%
3 Healthcare 4.36%
4 Financials 3.8%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 9.46%
+102,978
2
$15.2M 9.43%
+309,073
3
$10.5M 6.52%
+381,085
4
$9.15M 5.69%
+238,715
5
$9.11M 5.66%
+103,396
6
$6.45M 4.01%
+43,115
7
$6.3M 3.92%
+75,549
8
$5.45M 3.39%
+24,468
9
$5.37M 3.34%
+204,006
10
$4.58M 2.85%
+54,644
11
$4.51M 2.81%
+25,856
12
$3.01M 1.87%
+9,764
13
$2.57M 1.6%
+15,740
14
$2.24M 1.39%
+122,062
15
$2.21M 1.37%
+6,258
16
$2.17M 1.35%
+87,538
17
$2.14M 1.33%
+114,348
18
$2.04M 1.27%
+4,002
19
$2.04M 1.27%
+9,589
20
$2M 1.24%
+19,826
21
$2M 1.24%
+84,072
22
$2M 1.24%
+4,463
23
$1.99M 1.24%
+14,569
24
$1.94M 1.21%
+11,592
25
$1.9M 1.18%
+14,464
1
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