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TAWM
Three Arch Wealth Management Portfolio holdings
AUM
$556M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$556M
AUM Growth
+$22.4M
(+4.2%)
Holding
62
Top Buys
| 1 | +$1.92M | |
| 2 | +$1.38M | |
| 3 | +$1.07M | |
| 4 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$1.02M |
| 5 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$999K |
Top Sells
| 1 | +$795K | |
| 2 | +$560K | |
| 3 | +$395K | |
| 4 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$272K |
| 5 |
Dimensional Emerging Markets Value ETF
DFEV
|
+$246K |
Sector Composition
| 1 | Technology | 2.49% |
| 2 | Consumer Discretionary | 0.39% |
| 3 | Financials | 0.34% |
| 4 | Communication Services | 0.14% |
| 5 | Energy | 0.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard S&P 500 ETF
VOO
$993B
| $274K | 0.05% |
459
+40
|
|
||
52
iShares Core S&P 500 ETF
IVV
$896B
| $272K | 0.05% |
417
|
|
||
|
DFSI
53
Dimensional International Sustainability Core 1 ETF
DFSI
$1.11B
| $258K | 0.05% |
+6,081
|
|
||
54
Berkshire Hathaway Class B
BRK.B
$1.06T
| $256K | 0.05% |
535
+6
|
|
||
55
Invesco S&P 500 Equal Weight ETF
RSP
$94.9B
| $248K | 0.04% |
1,290
|
|
||
56
Alkermes
ALKS
$8.66B
| $228K | 0.04% |
+6,459
|
|
||
57
Alphabet (Google) Class C
GOOG
$4.33T
| $228K | 0.04% |
795
+55
|
|
||
|
58
Alphabet (Google) Class A
GOOGL
$4.36T
| $210K | 0.04% |
731
+59
|
|
||
59
Avantis All Equity Markets ETF
AVGE
$1.05B
| $209K | 0.04% |
2,374
-1,538
|
|
||
60
ServiceNow
NOW
$111B
| $201K | 0.04% |
1,925
|
|
||
61
Newell Brands
NWL
$2.2B
| $51.8K | 0.01% |
15,115
|
|
||
62
Oracle
ORCL
$405B
| – | – |
-1,114
|
|