DHGWA
Dixon Hughes Goodman Wealth Advisors Portfolio holdings
AUM
$349M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$307M
AUM Growth
–
Holding
878
Top Buys
| 1 | +$45.3M | |
| 2 | +$37.5M | |
| 3 | +$32.3M | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$22.1M |
| 5 |
Vanguard Value ETF
VTV
|
+$11.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 4.43% |
| 2 | Technology | 4.25% |
| 3 | Financials | 3.8% |
| 4 | Consumer Staples | 2.69% |
| 5 | Healthcare | 2.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
876
Schwab US Large-Cap Growth ETF
SCHG
$53.6B
| $0 | ﹤0.01% |
+8
|
|
||
877
SITE Centers
SITC
$285M
| $0 | ﹤0.01% |
+9
|
|
||
878
Simon Property Group
SPG
$66.2B
| – | – |
0
|
|