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
$149M
AUM Growth
-$868K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$380K
2 +$327K
3 +$268K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$204K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$183K

Top Sells

1 +$366K
2 +$109K
3 +$33.2K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$21K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$204K 0.14%
+379
27
$201K 0.14%
3,227