LWM
Ledge Wealth Management Portfolio holdings
AUM
$257M
This Quarter Return
-1.97%
1 Year Return
+13.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
–
Cap. Flow
+$161M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.27%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$15.2M |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
$15.2M |
| 3 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$10.5M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$9.15M |
| 5 |
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% |
