JWM
Johnson Wealth Management Portfolio holdings
AUM
$207M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$207M
AUM Growth
+$6.18M
(+3.1%)
Holding
51
Top Buys
| 1 | +$2.22M | |
| 2 | +$1.11M | |
| 3 | +$696K | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$691K |
| 5 |
Dimensional International Core Fixed Income ETF
DFGX
|
+$621K |
Top Sells
| 1 | +$339K | |
| 2 | +$331K | |
| 3 | +$284K | |
| 4 |
Microsoft
MSFT
|
+$221K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$170K |
Sector Composition
| 1 | Technology | 2.8% |
| 2 | Healthcare | 1.7% |
| 3 | Consumer Staples | 1.05% |
| 4 | Communication Services | 0.9% |
| 5 | Financials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P Total US Stock Market ETF
ITOT
$93.4B
| – | – |
-2,279
|
|