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
$140M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$217K
2 +$216K
3 +$77.1K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$74.6K
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