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
$116M
AUM Growth
-$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$517K
2 +$211K
3 +$40.9K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$39.4K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$38.7K

Sector Composition

1 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$238K 0.21%
10,780