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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.4M
3
+$7.58M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$6.75M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$6.59M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 15.19%
2 Financials 12.29%
3 Technology 8.83%
4 Healthcare 3.72%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$237K 0.22%
+800
52
$209K 0.19%
+7,251
53
$202K 0.19%
+1,200
54
$185K 0.17%
+19,795
55
$183K 0.17%
+18,878
56
$116K 0.11%
+10,715
57
$81K 0.07%
+73,000
58
$25.1K 0.02%
+23,000
1 2
3