DHGWA

Dixon Hughes Goodman Wealth Advisors Portfolio holdings

AUM $349M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.52%
2 Technology 4.99%
3 Utilities 4.16%
4 Consumer Staples 3.23%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STLA icon
751
Stellantis
STLA
$27.7B
$1K ﹤0.01%
+69
AKAM icon
752
Akamai
AKAM
$13.4B
$1K ﹤0.01%
12
GMAB icon
753
Genmab
GMAB
$19.9B
$1K ﹤0.01%
+39
GME icon
754
GameStop
GME
$9.45B
$1K ﹤0.01%
20
GSAT icon
755
Globalstar
GSAT
$7.63B
$1K ﹤0.01%
+67
GT icon
756
Goodyear
GT
$2.6B
$1K ﹤0.01%
+76
IHG icon
757
InterContinental Hotels
IHG
$20.9B
$1K ﹤0.01%
18
INCY icon
758
Incyte
INCY
$20.9B
$1K ﹤0.01%
11
ING icon
759
ING
ING
$84.2B
$1K ﹤0.01%
84
JD icon
760
JD.com
JD
$41B
$1K ﹤0.01%
15
JHX icon
761
James Hardie Industries
JHX
$13.7B
$1K ﹤0.01%
31
KEP icon
762
Korea Electric Power
KEP
$24.1B
$1K ﹤0.01%
131
KT icon
763
KT
KT
$9.4B
$1K ﹤0.01%
96
KWEB icon
764
KraneShares CSI China Internet ETF
KWEB
$8.35B
$1K ﹤0.01%
29
-21
LPL icon
765
LG Display
LPL
$4.33B
$1K ﹤0.01%
144
LYG icon
766
Lloyds Banking Group
LYG
$80.6B
$1K ﹤0.01%
475
MFC icon
767
Manulife Financial
MFC
$62.7B
$1K ﹤0.01%
61
MFG icon
768
Mizuho Financial
MFG
$106B
$1K ﹤0.01%
471
MT icon
769
ArcelorMittal
MT
$37.1B
$1K ﹤0.01%
+45
NGD
770
New Gold Inc
NGD
$8.76B
$1K ﹤0.01%
500
NMR icon
771
Nomura Holdings
NMR
$27.3B
$1K ﹤0.01%
+279
NTES icon
772
NetEase
NTES
$87.4B
$1K ﹤0.01%
13
NWG icon
773
NatWest
NWG
$70B
$1K ﹤0.01%
200
OLO
774
DELISTED
Olo Inc
OLO
$1K ﹤0.01%
40
ORLY icon
775
O'Reilly Automotive
ORLY
$79.9B
$1K ﹤0.01%
+15