BWA
Babb Wealth Advisors Portfolio holdings
AUM
$135M
This Quarter Return
-1.71%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.4%
Holding
19
New
19
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$26.6M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$23.6M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
$18.4M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$16.1M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
$12.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2% |
| 2 | Technology | 0.57% |
| 3 | Consumer Discretionary | 0.24% |
