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
1
$15.8M 9.73%
325,621
+16,548
2
$14.8M 9.1%
112,265
+9,287
3
$9.81M 6.03%
119,252
+15,856
4
$8.58M 5.27%
272,691
+33,976
5
$6.72M 4.13%
272,144
+231,287
6
$6.46M 3.97%
157,715
+130,530
7
$6.07M 3.73%
46,845
+3,730
8
$6.04M 3.71%
83,416
+7,867
9
$5.79M 3.56%
242,490
+38,484
10
$5.26M 3.24%
+64,906
11
$4.31M 2.65%
31,532
+5,676
12
$3.11M 1.91%
17,738
-6,730
13
$3.08M 1.89%
125,180
+37,642
14
$3.07M 1.89%
11,941
+2,177
15
$2.7M 1.66%
112,874
+41,936
16
$2.64M 1.63%
37,506
-17,138
17
$2.56M 1.57%
162,566
+40,504
18
$2.41M 1.48%
101,269
-279,816
19
$2.38M 1.46%
21,105
+6,536
20
$2.29M 1.41%
21,550
+5,810
21
$2.26M 1.39%
13,567
+1,975
22
$2.22M 1.36%
106,575
+22,503
23
$2.11M 1.3%
4,410
-53
24
$2.05M 1.26%
7,520
+1,262
25
$2.02M 1.24%
21,817
+3,708
1
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