CWM
Core Wealth Management Portfolio holdings
AUM
$284M
1-Year Est. Return
9.68%
1 Year Est. Return
+9.68%
AUM
$284M
AUM Growth
+$23M
(+8.8%)
Holding
32
Top Buys
| 1 | +$4.03M | |
| 2 | +$2.03M | |
| 3 | +$1.56M | |
| 4 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
+$557K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$256K |
Top Sells
| 1 | +$649K | |
| 2 | +$402K | |
| 3 | +$361K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$261K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$222K |
Sector Composition
| 1 | Technology | 0.68% |
| 2 | Financials | 0.61% |
| 3 | Utilities | 0.6% |
| 4 | Consumer Discretionary | 0.58% |
| 5 | Communication Services | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Palo Alto Networks
PANW
$141B
| $246K | 0.09% |
1,204
|
|
||
27
Dimensional US Targeted Value ETF
DFAT
$11.3B
| $221K | 0.08% |
4,098
+73
|
|
||
28
Tradeweb Markets
TW
$22.8B
| $220K | 0.08% |
1,500
|
|
||
29
Procter & Gamble
PG
$354B
| $217K | 0.08% |
1,359
+28
|
|
||
30
Vanguard Total Stock Market ETF
VTI
$543B
| $205K | 0.07% |
676
-1,324
|
|
||
31
ChargePoint
CHPT
$252M
| $15.4K | 0.01% |
1,097
|
|
||
32
Vanguard FTSE All-World ex-US ETF
VEU
$51B
| – | – |
-10,702
|
|