DW
Dodds Wealth Portfolio holdings
AUM
$373M
This Quarter Return
+5.87%
1 Year Return
+9.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$373M
AUM Growth
+$373M
(+22%)
Cap. Flow
+$52.3M
Cap. Flow
% of AUM
14.03%
Top 10 Holdings %
Top 10 Hldgs %
86.54%
Holding
61
New
2
Increased
16
Reduced
24
Closed
5
Top Buys
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$6.12M |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.87M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$777K |
| 4 |
Nuveen ESG Small-Cap ETF
NUSC
|
$527K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$471K |
Sector Composition
| 1 | Technology | 1.63% |
| 2 | Financials | 0.66% |
| 3 | Communication Services | 0.57% |
| 4 | Consumer Staples | 0.31% |
| 5 | Consumer Discretionary | 0.3% |
