JWM

JDH Wealth Management Portfolio holdings

AUM $141M
1-Year Est. Return 13.65%
This Quarter Est. Return
1 Year Est. Return
+13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$800K
2
+$693K
3
+$655K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$556K
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$485K

Top Sells

1
+$330K
2
+$231K
3
+$216K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$145K
5
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$105K

Sector Composition

1 Technology 3.89%
2 Consumer Discretionary 0.87%
3 Energy 0.53%
4 Communication Services 0.51%
5 Financials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$619K 0.53%
5,201
-109
27
$611K 0.52%
1,627
+178
28
$534K 0.46%
2,806
+1
29
$489K 0.42%
7,880
30
$454K 0.39%
14,537
31
$447K 0.38%
6,397
32
$379K 0.33%
1,462
+13
33
$356K 0.31%
617
+98
34
$343K 0.29%
4,915
+15
35
$335K 0.29%
6,583
36
$295K 0.25%
+6,297
37
$294K 0.25%
12,361
+1
38
$293K 0.25%
2,404
-187
39
$277K 0.24%
1,129
40
$264K 0.23%
+496
41
$259K 0.22%
2,233
+198
42
$248K 0.21%
+1,495
43
$246K 0.21%
2,976
-534
44
$237K 0.2%
1,533
-45
45
$229K 0.2%
1,118
-208
46
$225K 0.19%
22,211
-5,916
47
$102K 0.09%
10,213
-316
48
– –
-1,214
49
– –
-1,093
1
2