JWM
JDH Wealth Management Portfolio holdings
AUM
$141M
1-Year Est. Return
13.65%
1 Year Est. Return
+13.65%
AUM
$141M
AUM Growth
+$10.3M
(+7.9%)
Holding
51
Top Buys
| 1 | +$771K | |
| 2 | +$500K | |
| 3 | +$313K | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$296K |
| 5 |
Rambus
RMBS
|
+$268K |
Top Sells
| 1 | +$779K | |
| 2 | +$400K | |
| 3 | +$297K | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$272K |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$209K |
Sector Composition
| 1 | Technology | 3.79% |
| 2 | Consumer Discretionary | 0.97% |
| 3 | Communication Services | 0.73% |
| 4 | Financials | 0.44% |
| 5 | Healthcare | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ford
F
$51.9B
| $121K | 0.09% |
+10,129
|
|