LWA

Ledgewood Wealth Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 9.13%
This Quarter Est. Return
1 Year Est. Return
+9.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$64.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$725K
3
+$721K
4
BSCX icon
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
+$580K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$431K

Top Sells

1
+$926K
2
+$372K
3
+$216K
4
HD icon
Home Depot
HD
+$211K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$208K

Sector Composition

1 Utilities 12.41%
2 Financials 9.6%
3 Technology 5.67%
4 Industrials 2.3%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.77%
6,115
27
$1.16M 0.75%
7,420
28
$972K 0.63%
278,436
29
$901K 0.58%
70,305
-150
30
$897K 0.58%
5,104
31
$791K 0.51%
7,183
-37
32
$726K 0.47%
17,404
-443
33
$719K 0.46%
1,350
34
$684K 0.44%
3,594
35
$649K 0.42%
18,130
36
$538K 0.35%
2,076
37
$508K 0.33%
2,981
-78
38
$506K 0.33%
1,349
39
$497K 0.32%
2,968
40
$490K 0.32%
4,466
-100
41
$474K 0.31%
223,800
42
$471K 0.3%
950
43
$432K 0.28%
1,760
44
$425K 0.27%
700
45
$399K 0.26%
1,885
46
$388K 0.25%
410
47
$383K 0.25%
5,440
48
$373K 0.24%
17,234
-6,586
49
$365K 0.24%
2,435
50
$360K 0.23%
3,000
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