JWM
JDH Wealth Management Portfolio holdings
AUM
$148M
1-Year Est. Return
23.05%
This Fund
S&P 500
1 Year Est. Return
+23.05%
AUM
$148M
AUM Growth
+$2.45M
(+1.7%)
Holding
54
Top Buys
| 1 | +$716K | |
| 2 | +$302K | |
| 3 | +$235K | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$231K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$211K |
Top Sells
| 1 | +$472K | |
| 2 | +$357K | |
| 3 | +$331K | |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$316K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$255K |
Sector Composition
| 1 | Technology | 3.6% |
| 2 | Consumer Discretionary | 0.88% |
| 3 | Communication Services | 0.85% |
| 4 | Healthcare | 0.56% |
| 5 | Financials | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Comfort Systems
FIX
$60.7B
| $210K | 0.14% |
+152
|
|
||
|
52
Berkshire Hathaway Class B
BRK.B
$1.01T
| $206K | 0.14% |
+430
|
|
||
53
Vert Global Sustainable Real Estate ETF
VGSR
$501M
| $170K | 0.11% |
16,432
|
|
||
54
Ford
F
$49.7B
| $118K | 0.08% |
10,223
-16
|
|