AWM
Austin Wealth Management Portfolio holdings
AUM
$562M
This Quarter Return
+8.02%
1 Year Return
+11.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$373M
AUM Growth
+$373M
(+15%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
8.28%
Top 10 Holdings %
Top 10 Hldgs %
49.83%
Holding
120
New
20
Increased
43
Reduced
45
Closed
4
Top Buys
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$8.86M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$4.78M |
| 3 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
$3.32M |
| 4 |
Dimensional National Municipal Bond ETF
DFNM
|
$2.74M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
$1.86M |
Top Sells
Sector Composition
| 1 | Technology | 2.37% |
| 2 | Consumer Discretionary | 1.17% |
| 3 | Communication Services | 0.78% |
| 4 | Consumer Staples | 0.67% |
| 5 | Energy | 0.45% |
