ALWM

Andrews Lucia Wealth Management Portfolio holdings

AUM $154M
This Quarter Return
-2.94%
1 Year Return
+11.14%
3 Year Return
+45.6%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
Cap. Flow
-$420K
Cap. Flow %
-0.36%
Top 10 Hldgs %
91.08%
Holding
26
New
–
Increased
11
Reduced
9
Closed
–

Top Buys

1
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
$150K
2
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
$87.8K
3
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
$79.5K
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
$52.5K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
$52.1K

Top Sells

1
DFUS icon
Dimensional US Equity ETF
DFUS
$517K
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
$211K
3
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
$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 Shares
Change % 		Capital Flow
SCHZ icon
26
Schwab US Aggregate Bond ETF
SCHZ
$8.8B
$238K 0.21%
5,390
– –
1
2