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
$166M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$781K
2
+$356K
3
+$312K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$287K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$270K

Top Sells

1
+$572K
2
+$296K
3
+$201K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$95K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$49.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$411K 0.25%
5,267
-129
27
$364K 0.22%
+5,043
28
$333K 0.2%
711
29
$312K 0.19%
+3,100
30
$278K 0.17%
+2,795
31
$242K 0.15%
1,160
32
$211K 0.13%
3,227
1
2