CWR
Chico Wealth RIA Portfolio holdings
AUM
$126M
This Quarter Return
-5.83%
1 Year Return
+13.08%
3 Year Return
+48.88%
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.58%
Holding
23
New
23
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$27.2M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$20.5M |
| 3 |
Dimensional National Municipal Bond ETF
DFNM
|
$15.5M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$13.6M |
| 5 |
Apple
AAPL
|
$7.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.61% |
| 2 | Communication Services | 3.15% |
| 3 | Financials | 1.52% |
| 4 | Consumer Staples | 0.94% |
| 5 | Consumer Discretionary | 0.19% |
