JWM
JDH Wealth Management Portfolio holdings
AUM
$131M
This Quarter Return
-1.57%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.64%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$18.9M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$13.6M |
| 3 |
Dimensional International Value ETF
DFIV
|
$10.9M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
$8.64M |
| 5 |
Dimensional US Equity ETF
DFUS
|
$7.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.55% |
| 2 | Consumer Discretionary | 1.14% |
| 3 | Communication Services | 0.73% |
| 4 | Energy | 0.5% |
| 5 | Healthcare | 0.27% |
