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Ledgewood Wealth Advisors, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Ledgewood Wealth Advisors, LLC, 63% allocated to ETF.
- Top Sector
- ETF (63%)
- Market Cap Focus
- N/A
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
34 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
No geographic data available
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 7 quarters
- Avg. Top 20
- 6.2 quarters
- Avg. All Positions
- 6 quarters
- Median Holding Period
- 7 quarters
- Longest Held
- DFCFDimensional Core Fixed Income ETFDFCF - 7 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.17%
- Avg. Position Weight
- 1.37%
- Largest Position
Dimensional US Core Equity Market ETFDFAU - 9.10%- Largest Ownership Stake
Middlesex Water CoMSEX - 1.41%- Avg. Ownership Stake
- 0.43%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 1
Historical (Since Q4 2023)
- Avg. New Position
- 1.34%
- Avg. Ownership Stake
- 0.48%
- Largest Position
- Middlesex Water CoMSEX - 13.63% (Q4 2023)
- Largest Ownership Stake
- Middlesex Water CoMSEX - 1.42% (Q3 2024)
Portfolio Turnover
No data available