ALWM

Andrews Lucia Wealth Management Portfolio holdings

AUM $168M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$239K
3
+$197K
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$197K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$142K

Top Sells

1
+$216K
2
+$207K
3
+$74.1K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$69.4K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$48.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$240K 0.17%
711
27
$221K 0.16%
1,154
+6
28
– –
-494
1
2