LWA
Ledgewood Wealth Advisors Portfolio holdings
AUM
$159M
1-Year Return
12.26%
This Quarter Return
+0.51%
1 Year Return
+12.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$64.3K
(+0.04%)
Cap. Flow
+$1.95M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
62.12%
Holding
72
New
3
Increased
12
Reduced
14
Closed
2
Top Buys
Top Sells
| 1 |
Dimensional International Core Equity Market ETF
DFAI
|
+$926K |
| 2 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$372K |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
+$216K |
| 4 |
Home Depot
HD
|
+$211K |
| 5 |
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% |
