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AWM
Align Wealth Management Portfolio holdings
AUM
$118M
This Fund
S&P 500
This Quarter
Est. Return
+6.98%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
106.37%
Top 10 Holdings %
Top 10 Hldgs %
87.16%
Holding
219
New
219
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$38.5M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$29.1M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
+$10.2M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$9.11M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$6.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.62% |
| 2 | Financials | 1.53% |
| 3 | Energy | 0.99% |
| 4 | Materials | 0.28% |
| 5 | Utilities | 0.27% |
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