JWM
JDH Wealth Management Portfolio holdings
AUM
$146M
1-Year Est. Return
19.4%
1 Year Est. Return
+19.4%
AUM
$146M
AUM Growth
+$4.98M
(+3.5%)
Holding
52
Top Buys
| 1 | +$504K | |
| 2 | +$325K | |
| 3 | +$214K | |
| 4 |
Dimensional National Municipal Bond ETF
DFNM
|
+$164K |
| 5 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$111K |
Top Sells
| 1 | +$253K | |
| 2 | +$130K | |
| 3 | +$122K | |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$122K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$63.7K |
Sector Composition
| 1 | Technology | 3.71% |
| 2 | Consumer Discretionary | 1.03% |
| 3 | Communication Services | 0.83% |
| 4 | Healthcare | 0.34% |
| 5 | Financials | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ford
F
$54.6B
| $134K | 0.09% |
10,239
+110
|
|
||
52
Berkshire Hathaway Class B
BRK.B
$1.05T
| – | – |
-504
|
|