LWA

Ledgewood Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$2.86M
3
+$1.84M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$1.21M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.2M

Top Sells

1
+$223K
2
+$38.1K
3
+$34.3K
4
OCFC icon
OceanFirst Financial
OCFC
+$1.17K

Sector Composition

1 Utilities 13.07%
2 Financials 10.36%
3 Technology 7.67%
4 Healthcare 2.51%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$943K 0.64%
+5,104
27
$756K 0.51%
7,220
+800
28
$708K 0.48%
17,836
+2,012
29
$677K 0.46%
3,632
30
$674K 0.45%
18,130
31
$636K 0.43%
223,800
+151,700
32
$621K 0.42%
1,350
33
$580K 0.39%
+1,349
34
$554K 0.37%
5,066
35
$543K 0.37%
2,076
+450
36
$530K 0.36%
3,059
+500
37
$516K 0.35%
23,264
+89
38
$480K 0.32%
22,265
+10,030
39
$474K 0.32%
535
40
$467K 0.31%
950
+50
41
$452K 0.3%
3,806
42
$442K 0.3%
700
43
$442K 0.3%
30,350
44
$437K 0.29%
2,968
45
$431K 0.29%
13,000
46
$421K 0.28%
+24,811
47
$414K 0.28%
2,435
48
$406K 0.27%
5,440
49
$398K 0.27%
1,017
+17
50
$390K 0.26%
1,885
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