LWA
Ledgewood Wealth Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+2.76%
1 Year Return
+12.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+7.8%)
Cap. Flow
+$5.82M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
62.16%
Holding
63
New
2
Increased
17
Reduced
10
Closed
3
Top Buys
Top Sells
| 1 |
Merck
MRK
|
$220K |
| 2 |
Home Depot
HD
|
$208K |
| 3 |
Invesco QQQ Trust
QQQ
|
$189K |
| 4 |
Blue Foundry Bancorp
BLFY
|
$177K |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
$177K |
Sector Composition
| 1 | Utilities | 11.86% |
| 2 | Financials | 9.6% |
| 3 | Technology | 7.42% |
| 4 | Communication Services | 3.11% |
| 5 | Healthcare | 3.02% |
