JWM

JDH Wealth Management Portfolio holdings

AUM $131M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$13.6M
3 +$10.9M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$8.64M
5
DFUS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$571K 0.5%
+5,310
27
$501K 0.44%
+10,692
28
$464K 0.41%
+7,880
29
$424K 0.37%
+14,537
30
$423K 0.37%
+6,397
31
$416K 0.37%
+8,601
32
$333K 0.29%
+2,591
33
$319K 0.28%
+4,900
34
$315K 0.28%
+6,583
35
$304K 0.27%
+1,326
36
$304K 0.27%
+519
37
$299K 0.26%
+1,578
38
$288K 0.25%
+3,510
39
$288K 0.25%
+12,360
40
$285K 0.25%
+28,127
41
$271K 0.24%
+1,129
42
$239K 0.21%
+2,035
43
$231K 0.2%
+1,214
44
$216K 0.19%
+1,093
45
$207K 0.18%
+4,334
46
$104K 0.09%
+10,529