ALWM

Andrews Lucia Wealth Management Portfolio holdings

AUM $167M
1-Year Est. Return 20.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$280K
3
+$251K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$251K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$196K

Top Sells

1
+$425K
2
+$168K
3
+$17K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$8.59K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$911

Sector Composition

1 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$246K 0.2%
+10,000
1
2