DW

Dodds Wealth Portfolio holdings

AUM $373M
1-Year Est. Return 9.47%
This Quarter Est. Return
1 Year Est. Return
+9.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$30.1M
3
+$29.6M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$16.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.75%
2 Communication Services 0.83%
3 Financials 0.75%
4 Consumer Discretionary 0.39%
5 Healthcare 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$217K 0.11%
+800
52
$210K 0.11%
+1,759
53
$207K 0.11%
+1,430
54
$205K 0.11%
+1,206
55
$202K 0.1%
+1,869
1 2
3