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
$130M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$343K
2
+$264K
3
+$231K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$202K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$201K

Top Sells

1
+$340K
2
+$326K
3
+$112K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$73.6K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$70K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$216K 0.17%
+494
27
$216K 0.17%
+711
28
$207K 0.16%
+1,148
29
– –
-6,715
1
2