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
$154M
AUM Growth
+$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$414K
3
+$308K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$194K
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$131K

Top Sells

1
+$2.47M
2
+$1.44M
3
+$456K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$331K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$204K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$302K 0.2%
711
27
$226K 0.15%
1,160
28
$200K 0.13%
3,227
29
– –
-379
1
2