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DW

Dodds Wealth Portfolio holdings

AUM $407M
1-Year Est. Return 9.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
-$418K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.91M
3
+$2.81M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.72M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$606K

Top Sells

1
+$690K
2
+$677K
3
+$368K
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$298K
5
WELL icon
Welltower
WELL
+$251K

Sector Composition

1 Technology 1.42%
2 Communication Services 0.69%
3 Financials 0.6%
4 Healthcare 0.35%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAR icon
51
Dimensional US Real Estate ETF
DFAR
$1.75B
$244K 0.06%
10,315
META icon
52
Meta Platforms (Facebook)
META
$1.48T
– –
-309
PAYX icon
53
Paychex
PAYX
$37.8B
– –
-1,927
PG icon
54
Procter & Gamble
PG
$353B
– –
-1,431
PLTR icon
55
Palantir
PLTR
$310B
– –
-1,258
PTY icon
56
PIMCO Corporate & Income Opportunity Fund
PTY
$2.56B
– –
-23,113
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