DHGWA
Dixon Hughes Goodman Wealth Advisors Portfolio holdings
AUM
$349M
This Quarter Return
-2.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$349M
AUM Growth
+$41.7M
(+14%)
Cap. Flow
+$49.4M
Cap. Flow
% of AUM
14.16%
Top 10 Holdings %
Top 10 Hldgs %
52.88%
Holding
1,123
New
244
Increased
295
Reduced
134
Closed
88
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
+$961K |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$830K |
| 3 |
Occidental Petroleum
OXY
|
+$827K |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$459K |
| 5 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$321K |
Sector Composition
| 1 | Financials | 5.52% |
| 2 | Technology | 4.99% |
| 3 | Utilities | 4.16% |
| 4 | Consumer Staples | 3.23% |
| 5 | Healthcare | 2.65% |
