ALWM

Andrews Lucia Wealth Management Portfolio holdings

AUM $166M
1-Year Est. Return 11.82%
This Quarter Est. Return
1 Year Est. Return
+11.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$364K
3
+$312K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$295K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$278K

Top Sells

1
+$584K
2
+$304K
3
+$208K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$98.1K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$51.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
26
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$411K 0.25%
5,267
-129
AVLV icon
27
Avantis US Large Cap Value ETF
AVLV
$8.23B
$364K 0.22%
+5,043
IWF icon
28
iShares Russell 1000 Growth ETF
IWF
$122B
$333K 0.2%
711
SGOV icon
29
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$312K 0.19%
+3,100
AVUV icon
30
Avantis US Small Cap Value ETF
AVUV
$18B
$278K 0.17%
+2,795
VBR icon
31
Vanguard Small-Cap Value ETF
VBR
$31B
$242K 0.15%
1,160
IJH icon
32
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$211K 0.13%
3,227
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