LWA
Ledgewood Wealth Advisors Portfolio holdings
AUM
$159M
This Quarter Return
-1.91%
1 Year Return
+12.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(-0.64%)
Cap. Flow
+$3.5M
Cap. Flow
% of AUM
3.25%
Top 10 Holdings %
Top 10 Hldgs %
62.8%
Holding
63
New
5
Increased
14
Reduced
13
Closed
2
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$325K |
| 2 |
Digimarc
DMRC
|
$245K |
| 3 |
Invesco QQQ Trust
QQQ
|
$192K |
| 4 |
Valley National Bancorp
VLY
|
$116K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$91.4K |
Sector Composition
| 1 | Utilities | 12.54% |
| 2 | Financials | 10.53% |
| 3 | Technology | 7.1% |
| 4 | Healthcare | 3.47% |
| 5 | Communication Services | 2.86% |
