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

Top Buys

1
+$156K
2
+$90.5K
3
+$83K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$56.6K
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$54.8K

Top Sells

1
+$537K
2
+$220K
3
+$42.4K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$40.3K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$39.5K

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
1
2