AWM
Ariadne Wealth Management Portfolio holdings
AUM
$209M
This Quarter Return
-0.76%
1 Year Return
+22.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.44%
Holding
159
New
159
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$7.11M |
| 2 |
Avantis US Equity ETF
AVUS
|
$6.19M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
$6.15M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$5.13M |
| 5 |
Avantis International Equity ETF
AVDE
|
$4.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.04% |
| 2 | Financials | 4.84% |
| 3 | Consumer Discretionary | 3.93% |
| 4 | Real Estate | 3.44% |
| 5 | Communication Services | 3.15% |
