ALWM
Andrews Lucia Wealth Management Portfolio holdings
AUM
$168M
1-Year Est. Return
17.04%
This Fund
S&P 500
1 Year Est. Return
+17.04%
AUM
$166M
AUM Growth
+$12.1M
(+7.8%)
Holding
32
Top Buys
| 1 | +$810K | |
| 2 | +$364K | |
| 3 | +$312K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$295K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$278K |
Top Sells
| 1 | +$584K | |
| 2 | +$304K | |
| 3 | +$208K | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$98.1K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$51.2K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Intermediate-Term Bond ETF
BIV
$27.2B
| $411K | 0.25% |
5,267
-129
|
|
||
27
Avantis US Large Cap Value ETF
AVLV
$9.88B
| $364K | 0.22% |
+5,043
|
|
||
28
iShares Russell 1000 Growth ETF
IWF
$120B
| $333K | 0.2% |
711
|
|
||
29
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.7B
| $312K | 0.19% |
+3,100
|
|
||
|
30
Avantis US Small Cap Value ETF
AVUV
$22B
| $278K | 0.17% |
+2,795
|
|
||
31
Vanguard Small-Cap Value ETF
VBR
$33.9B
| $242K | 0.15% |
1,160
|
|
||
32
iShares Core S&P Mid-Cap ETF
IJH
$107B
| $211K | 0.13% |
3,227
|
|