LWA
Ledgewood Wealth Advisors Portfolio holdings
AUM
$174M
1-Year Est. Return
12.26%
1 Year Est. Return
+12.26%
AUM
$169M
AUM Growth
+$10.3M
(+6.5%)
Holding
76
Top Buys
| 1 | +$1.64M | |
| 2 | +$994K | |
| 3 | +$763K | |
| 4 |
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
|
+$753K |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$351K |
Top Sells
| 1 | +$1.46M | |
| 2 | +$713K | |
| 3 | +$443K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$234K |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$231K |
Sector Composition
| 1 | Financials | 9.91% |
| 2 | Utilities | 9.77% |
| 3 | Technology | 5.77% |
| 4 | Industrials | 2.7% |
| 5 | Communication Services | 2.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bioceres Crop Solutions
BIOX
$81.9M
| – | – |
-12,760
|
|