LWA

Ledgewood Wealth Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 9.13%
This Quarter Est. Return
1 Year Est. Return
+9.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$64.3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$838K
2
+$725K
3
+$721K
4
BSCX icon
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
+$580K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$431K

Top Sells

1
+$926K
2
+$372K
3
+$216K
4
HD icon
Home Depot
HD
+$211K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$208K

Sector Composition

1 Utilities 12.41%
2 Financials 9.6%
3 Technology 5.67%
4 Industrials 2.3%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 10.5%
254,016
2
$13M 8.37%
337,684
-2,722
3
$11.7M 7.53%
680,012
4
$11.7M 7.52%
277,233
-5,124
5
$10.3M 6.63%
497,319
+20,840
6
$9.68M 6.25%
310,067
-29,662
7
$7.18M 4.63%
352,821
+2,183
8
$5.86M 3.78%
300,984
+4,827
9
$5.63M 3.63%
287,488
+7,774
10
$5.06M 3.26%
10,784
11
$4.49M 2.89%
8,729
+39
12
$4.21M 2.72%
18,966
-28
13
$4.1M 2.65%
158,497
-14,387
14
$3.94M 2.54%
192,205
+4,140
15
$3.92M 2.53%
211,502
+9,509
16
$3.13M 2.02%
149,750
+27,755
17
$2.24M 1.45%
18,404
18
$2.14M 1.38%
104,837
+35,586
19
$2.06M 1.33%
124,166
+43,488
20
$1.8M 1.16%
12,900
21
$1.6M 1.03%
9,632
+1
22
$1.47M 0.95%
9,500
23
$1.45M 0.93%
88,671
+51,408
24
$1.28M 0.83%
39,000
-150
25
$1.26M 0.81%
54,360
-6,021
1
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