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
$141M
AUM Growth
-$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$628K
2
+$276K
3
+$208K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$190K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$184K

Top Sells

1
+$1.73M
2
+$764K
3
+$258K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$104K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$16.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$244K 0.17%
10,000
27
$211K 0.15%
1,154
1
2