LWA
Ledgewood Wealth Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+8.08%
1 Year Return
+12.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.8%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Middlesex Water
MSEX
|
$14.8M |
| 2 |
Provident Financial Services
PFS
|
$11.4M |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
$7.58M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$6.75M |
| 5 |
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% |
