ALWM
Andrews Lucia Wealth Management Portfolio holdings
AUM
$166M
1-Year Est. Return
11.82%
1 Year Est. Return
+11.82%
AUM
$154M
AUM Growth
+$5.06M
(+3.4%)
Holding
29
Top Buys
| 1 | +$526K | |
| 2 | +$444K | |
| 3 | +$325K | |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$207K |
| 5 |
Dimensional International Small Cap ETF
DFIS
|
+$141K |
Top Sells
| 1 | +$2.6M | |
| 2 | +$1.55M | |
| 3 | +$483K | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$358K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$204K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 1000 Growth ETF
IWF
$126B
| $302K | 0.2% |
711
|
|
||
27
Vanguard Small-Cap Value ETF
VBR
$32B
| $226K | 0.15% |
1,160
|
|
||
28
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $200K | 0.13% |
3,227
|
|
||
|
29
Vanguard S&P 500 ETF
VOO
$802B
| – | – |
-379
|
|